+17.5%
UPRO vs BBAI
-60.9%
+78.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.2% | +0.4% |
| 7D | -2.9% | -8.3% | +5.4% | -0.3% |
| 30D | -12.4% | -2.9% | -9.5% | -11.8% |
| 3M | -11.9% | -28.2% | +16.3% | -4.2% |
| 6M | -1.7% | -44.5% | +42.8% | +12.6% |
| YTD | +18.5% | -57.0% | +75.6% | +37.4% |
| 1Y | +17.5% | -59.4% | +76.9% | +36.2% |
| All | +17.5% | -60.9% | +78.4% | +36.2% |
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