+81.9%
UPRO vs BBWI
-67.9%
+149.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +2.3% |
| 7D | -8.7% | -6.2% | -2.5% | -5.8% |
| 30D | -16.9% | +19.9% | -36.8% | -23.8% |
| 3M | -15.3% | +7.1% | -22.4% | -19.4% |
| 6M | -5.7% | +13.7% | -19.4% | -14.4% |
| YTD | +12.1% | +9.6% | +2.5% | +0.8% |
| 1Y | +16.4% | -1.6% | +18.1% | +7.6% |
| 3Y | +210.5% | -25.9% | +236.4% | +202.1% |
| All | +81.9% | -67.9% | +149.8% | +226.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling