+1,155.8%
UPRO vs BIDU
-49.1%
+1,205.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.3% | -1.1% |
| 7D | -6.0% | -5.2% | -0.8% | -3.7% |
| 30D | -5.8% | -14.5% | +8.7% | +0.9% |
| 3M | +10.8% | -22.9% | +33.7% | +24.2% |
| 6M | +31.6% | -27.8% | +59.4% | +50.9% |
| YTD | +25.4% | -30.7% | +56.1% | +44.6% |
| 1Y | +39.2% | -15.8% | +55.1% | +42.6% |
| 3Y | +218.5% | -33.2% | +251.7% | +245.9% |
| 5Y | +137.1% | -44.8% | +181.8% | +155.4% |
| All | +1,155.8% | -49.1% | +1,205.0% | +1,013.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling