+96.6%
UPRO vs BB
-18.0%
+114.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.5% | +1.5% | +4.7% |
| 7D | -0.9% | +15.0% | -15.8% | -6.2% |
| 30D | -11.4% | +3.5% | -14.9% | -13.1% |
| 3M | -10.9% | +2.7% | -13.6% | -13.4% |
| 6M | -0.5% | +44.7% | -45.3% | -20.7% |
| YTD | +19.9% | +143.3% | -123.4% | -26.1% |
| 1Y | +24.2% | +102.2% | -78.0% | -17.3% |
| 3Y | +236.9% | +156.1% | +80.8% | +76.9% |
| 5Y | +96.6% | -17.6% | +114.2% | +112.2% |
| All | +96.6% | -18.0% | +114.5% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling