+1,155.8%
UPRO vs BLDR
+372.1%
+783.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | +0.6% |
| 7D | -6.0% | -8.1% | +2.1% | -1.1% |
| 30D | -5.8% | -21.5% | +15.7% | +8.9% |
| 3M | +10.8% | -21.0% | +31.8% | +24.7% |
| 6M | +31.6% | -37.1% | +68.6% | +68.9% |
| YTD | +25.4% | -42.7% | +68.1% | +67.5% |
| 1Y | +39.2% | -58.0% | +97.2% | +124.1% |
| 3Y | +218.5% | -57.8% | +276.4% | +361.2% |
| 5Y | +137.1% | +10.3% | +126.8% | +72.6% |
| All | +1,155.8% | +372.1% | +783.7% | +278.8% |
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