+99.1%
UPRO vs BIDU
-50.7%
+149.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.5% |
| 7D | -2.9% | +3.6% | -6.4% | -4.2% |
| 30D | -12.4% | -6.6% | -5.8% | -9.9% |
| 3M | -11.9% | -27.2% | +15.4% | -0.6% |
| 6M | -1.7% | -43.5% | +41.8% | +21.8% |
| YTD | +18.5% | -39.0% | +57.5% | +40.6% |
| 1Y | +17.5% | -39.8% | +57.3% | +39.4% |
| 3Y | +218.4% | -24.8% | +243.1% | +224.5% |
| 5Y | +99.1% | -50.7% | +149.8% | +134.8% |
| All | +99.1% | -50.7% | +149.9% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling