+13,342.5%
UPRO vs BIDU
+256.6%
+13,085.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -3.3% |
| 7D | +0.1% | +2.4% | -2.4% | -1.3% |
| 30D | -0.9% | -10.5% | +9.6% | +4.3% |
| 3M | +1.9% | -26.2% | +28.1% | +18.3% |
| 6M | +33.1% | -16.4% | +49.5% | +43.0% |
| YTD | +31.8% | -23.9% | +55.7% | +46.6% |
| 1Y | +48.3% | +1.3% | +47.0% | +37.5% |
| 3Y | +221.5% | -32.1% | +253.6% | +247.8% |
| 5Y | +136.7% | -39.0% | +175.7% | +137.2% |
| 10Y | +1,179.2% | -44.0% | +1,223.2% | +1,072.9% |
| All | +13,342.5% | +256.6% | +13,085.9% | +3,079.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling