+224.4%
UPRO vs BNS
+149.7%
+74.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +7.4% | +0.9% | +6.5% | +6.4% |
| 30D | -7.9% | +2.8% | -10.7% | -9.8% |
| 3M | -12.0% | +3.0% | -15.0% | -14.5% |
| 6M | -2.0% | +23.3% | -25.2% | -23.4% |
| YTD | +20.4% | +29.3% | -9.0% | -11.6% |
| 1Y | +24.5% | +41.7% | -17.2% | -18.2% |
| 3Y | +224.4% | +147.7% | +76.6% | +18.2% |
| All | +224.4% | +149.7% | +74.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling