+13,114.2%
UPRO vs BTG
+912.2%
+12,202.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.2% |
| 7D | +1.5% | +4.8% | -3.3% | +0.7% |
| 30D | -3.7% | +8.3% | -12.1% | -5.0% |
| 3M | +8.0% | +32.3% | -24.3% | +2.7% |
| 6M | +38.7% | +3.0% | +35.7% | +36.7% |
| YTD | +29.5% | +21.9% | +7.6% | +23.7% |
| 1Y | +46.1% | +28.2% | +17.9% | +37.7% |
| 3Y | +229.1% | +99.9% | +129.2% | +184.3% |
| 5Y | +136.0% | +73.6% | +62.4% | +107.1% |
| 10Y | +1,155.3% | +136.5% | +1,018.7% | +923.3% |
| All | +13,114.2% | +912.2% | +12,202.0% | +6,365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling