+478.5%
UPRO vs BBIO
+136.7%
+341.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.5% |
| 7D | -2.5% | -3.2% | +0.7% | -1.8% |
| 30D | -4.2% | -13.6% | +9.4% | -1.1% |
| 3M | +8.1% | +7.2% | +0.8% | +5.9% |
| 6M | +35.2% | +1.5% | +33.8% | +34.0% |
| YTD | +28.4% | -5.3% | +33.7% | +28.3% |
| 1Y | +39.3% | +37.7% | +1.5% | +27.4% |
| 3Y | +219.9% | +153.9% | +66.0% | +146.7% |
| 5Y | +142.8% | +43.9% | +99.0% | +51.2% |
| All | +478.5% | +136.7% | +341.9% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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