+1,071.1%
UPRO vs BLDR
+554.2%
+516.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | +1.7% |
| 7D | -2.9% | -1.1% | -1.8% | -2.1% |
| 30D | -12.4% | +19.1% | -31.5% | -23.0% |
| 3M | -11.9% | -12.6% | +0.7% | -7.0% |
| 6M | -1.7% | -18.7% | +17.0% | +5.7% |
| YTD | +18.5% | -38.8% | +57.4% | +48.7% |
| 1Y | +17.5% | -41.2% | +58.7% | +50.3% |
| 3Y | +218.4% | -49.4% | +267.7% | +300.3% |
| 5Y | +99.1% | -6.0% | +105.1% | +57.5% |
| 10Y | +1,071.1% | +523.1% | +548.0% | +201.5% |
| All | +1,071.1% | +554.2% | +516.9% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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