+1,186.4%
UPRO vs BMRN
-29.6%
+1,216.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.2% | +2.3% |
| 7D | -2.5% | -1.3% | -1.3% | -1.7% |
| 30D | -4.2% | -6.5% | +2.3% | -0.1% |
| 3M | +8.1% | +18.3% | -10.2% | -4.7% |
| 6M | +35.2% | +8.9% | +26.4% | +24.6% |
| YTD | +28.4% | +10.5% | +17.9% | +16.2% |
| 1Y | +39.3% | +17.5% | +21.8% | +18.4% |
| 3Y | +219.9% | -27.7% | +247.6% | +264.7% |
| 5Y | +142.8% | -15.8% | +158.6% | +144.2% |
| All | +1,186.4% | -29.6% | +1,216.0% | +1,242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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