+236.9%
UPRO vs BBAI
+59.1%
+177.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +10.4% | -3.4% | +5.4% |
| 7D | -0.9% | -5.0% | +4.2% | 0.0% |
| 30D | -11.4% | +2.5% | -13.9% | -11.8% |
| 3M | -10.9% | -25.1% | +14.2% | -7.3% |
| 6M | -0.5% | -41.4% | +40.8% | +6.6% |
| YTD | +19.9% | -54.6% | +74.5% | +31.3% |
| 1Y | +24.2% | -56.9% | +81.1% | +35.9% |
| 3Y | +236.9% | +59.1% | +177.9% | +175.9% |
| All | +236.9% | +59.1% | +177.9% | +175.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling