+1,095.1%
UPRO vs BIDU
-51.3%
+1,146.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | +7.4% | -4.6% | +12.0% | +9.8% |
| 30D | -7.9% | -4.5% | -3.3% | -5.7% |
| 3M | -12.0% | -25.4% | +13.3% | +0.6% |
| 6M | -2.0% | -48.1% | +46.1% | +32.6% |
| YTD | +20.4% | -40.2% | +60.6% | +49.2% |
| 1Y | +24.5% | -35.2% | +59.7% | +47.5% |
| 3Y | +224.4% | -27.1% | +251.5% | +234.8% |
| 5Y | +97.6% | -54.2% | +151.8% | +136.5% |
| All | +1,095.1% | -51.3% | +1,146.4% | +973.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling