+1,155.3%
UPRO vs BBWI
-56.0%
+1,211.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.3% |
| 7D | +1.5% | +1.6% | -0.1% | +0.7% |
| 30D | -3.7% | -6.2% | +2.5% | -1.9% |
| 3M | +8.0% | +4.3% | +3.6% | +3.9% |
| 6M | +38.7% | -7.2% | +45.8% | +37.7% |
| YTD | +29.5% | -3.0% | +32.6% | +24.7% |
| 1Y | +46.1% | -30.8% | +76.8% | +59.7% |
| 3Y | +229.1% | -43.4% | +272.5% | +272.1% |
| 5Y | +136.0% | -66.7% | +202.7% | +232.1% |
| 10Y | +1,155.3% | -55.7% | +1,210.9% | +1,045.9% |
| All | +1,155.3% | -56.0% | +1,211.2% | +1,045.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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