+141.2%
UPRO vs BRKR
-39.7%
+180.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.7% | +2.6% |
| 7D | -2.5% | -8.7% | +6.1% | +2.0% |
| 30D | -4.2% | -9.9% | +5.6% | +0.6% |
| 3M | +8.1% | -3.1% | +11.1% | +4.6% |
| 6M | +35.2% | +45.5% | -10.3% | +0.6% |
| YTD | +28.4% | +13.7% | +14.8% | +9.1% |
| 1Y | +39.3% | +67.4% | -28.2% | -9.5% |
| 3Y | +219.9% | -13.2% | +233.1% | +180.5% |
| All | +141.2% | -39.7% | +180.9% | +151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling