+1,095.1%
UPRO vs BBWI
-47.4%
+1,142.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.9% |
| 7D | +7.4% | +0.1% | +7.3% | +7.4% |
| 30D | -7.9% | +12.9% | -20.8% | -12.9% |
| 3M | -12.0% | +16.0% | -28.0% | -19.1% |
| 6M | -2.0% | +16.6% | -18.6% | -11.8% |
| YTD | +20.4% | +9.7% | +10.6% | +8.6% |
| 1Y | +24.5% | +1.5% | +23.0% | +13.5% |
| 3Y | +224.4% | -21.4% | +245.7% | +212.9% |
| 5Y | +97.6% | -67.6% | +165.2% | +178.0% |
| All | +1,095.1% | -47.4% | +1,142.5% | +834.2% |
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