+464.8%
UPRO vs BBIO
+136.9%
+327.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -0.8% |
| 7D | -6.0% | -3.9% | -2.1% | -5.2% |
| 30D | -5.8% | -13.4% | +7.6% | -2.8% |
| 3M | +10.8% | +7.6% | +3.3% | +8.5% |
| 6M | +31.6% | -2.4% | +34.0% | +31.5% |
| YTD | +25.4% | -5.2% | +30.6% | +25.2% |
| 1Y | +39.2% | +36.9% | +2.3% | +27.6% |
| 3Y | +218.5% | +155.2% | +63.3% | +145.4% |
| 5Y | +137.1% | +44.0% | +93.1% | +47.6% |
| All | +464.8% | +136.9% | +327.9% | +154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling