+136.0%
UPRO vs BBAI
-70.3%
+206.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.5% | -1.0% | +2.5% | +1.5% |
| 30D | -3.7% | -10.7% | +7.0% | -3.2% |
| 3M | +8.0% | -32.3% | +40.2% | +9.8% |
| 6M | +38.7% | -31.3% | +69.9% | +40.7% |
| YTD | +29.5% | -45.9% | +75.5% | +32.4% |
| 1Y | +46.1% | -40.0% | +86.1% | +48.2% |
| 3Y | +229.1% | +72.8% | +156.3% | +217.6% |
| 5Y | +136.0% | -70.4% | +206.4% | +117.1% |
| All | +136.0% | -70.3% | +206.3% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling