+229.1%
UPRO vs BIDU
-32.1%
+261.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.0% | +5.3% | +0.8% |
| 7D | +1.5% | -2.4% | +3.9% | +2.2% |
| 30D | -3.7% | -15.6% | +11.9% | +1.9% |
| 3M | +8.0% | -22.3% | +30.3% | +17.4% |
| 6M | +38.7% | -22.3% | +60.9% | +49.7% |
| YTD | +29.5% | -29.2% | +58.7% | +43.3% |
| 1Y | +46.1% | -14.8% | +60.9% | +48.6% |
| 3Y | +229.1% | -31.8% | +260.9% | +247.9% |
| All | +229.1% | -32.1% | +261.1% | +247.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling