+192.0%
UPRO vs BBAI
-76.8%
+268.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.2% | -0.9% |
| 7D | -2.9% | -8.3% | +5.4% | -2.4% |
| 30D | -12.4% | -2.9% | -9.5% | -12.3% |
| 3M | -11.9% | -28.2% | +16.3% | -10.5% |
| 6M | -1.7% | -44.5% | +42.8% | +0.8% |
| YTD | +18.5% | -57.0% | +75.6% | +22.4% |
| 1Y | +17.5% | -59.4% | +76.9% | +21.3% |
| 3Y | +218.4% | +48.7% | +169.6% | +210.5% |
| 5Y | +99.1% | -76.8% | +175.9% | +92.7% |
| All | +192.0% | -76.8% | +268.8% | +181.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling