+29.8%
UPRO vs BBAI
-56.6%
+86.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.6% |
| 7D | -2.6% | +4.1% | -6.6% | -3.7% |
| 30D | -4.3% | -1.9% | -2.4% | -4.2% |
| 3M | -4.3% | -18.7% | +14.4% | +0.3% |
| 6M | +14.7% | -38.6% | +53.4% | +27.6% |
| YTD | +28.0% | -52.6% | +80.6% | +44.5% |
| 1Y | +29.8% | -55.3% | +85.1% | +46.1% |
| All | +29.8% | -56.6% | +86.4% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 1y: compounded portfolio wealth divided by compounded BBAI 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…
1y analysis · Full analysis span regression · 6 months rolling