+200.3%
UPRO vs BBAI
-79.3%
+279.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -10.0% | +9.0% | -0.6% |
| 7D | +9.7% | -6.8% | +16.4% | +10.0% |
| 30D | -9.8% | -13.4% | +3.6% | -9.2% |
| 3M | -9.1% | -36.5% | +27.4% | -7.2% |
| 6M | +0.9% | -50.6% | +51.5% | +4.0% |
| YTD | +21.9% | -61.7% | +83.6% | +26.5% |
| 1Y | +19.8% | -71.1% | +90.9% | +25.5% |
| 3Y | +227.4% | +32.7% | +194.7% | +221.0% |
| 5Y | +100.1% | -79.2% | +179.3% | +94.6% |
| All | +200.3% | -79.3% | +279.6% | +190.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling