+1,179.2%
UPRO vs BIDU
-48.3%
+1,227.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.1% |
| 7D | -1.3% | -2.4% | +1.1% | -0.3% |
| 30D | -5.0% | -16.0% | +10.9% | +2.5% |
| 3M | +7.5% | -24.0% | +31.5% | +21.4% |
| 6M | +33.2% | -24.9% | +58.1% | +49.8% |
| YTD | +27.7% | -29.6% | +57.3% | +46.2% |
| 1Y | +43.0% | -15.2% | +58.2% | +46.0% |
| 3Y | +224.4% | -32.2% | +256.6% | +249.7% |
| 5Y | +135.9% | -43.8% | +179.6% | +151.7% |
| All | +1,179.2% | -48.3% | +1,227.5% | +1,025.8% |
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