+1,091.6%
UPRO vs BUD
-8.7%
+1,100.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.6% | +5.8% |
| 7D | -0.9% | +1.3% | -2.2% | -2.3% |
| 30D | -11.4% | +10.0% | -21.5% | -19.5% |
| 3M | -10.9% | +1.6% | -12.5% | -13.5% |
| 6M | -0.5% | +6.5% | -7.1% | -8.7% |
| YTD | +19.9% | +34.8% | -15.0% | -12.6% |
| 1Y | +24.2% | +36.5% | -12.3% | -10.8% |
| 3Y | +236.9% | +49.0% | +188.0% | +109.9% |
| 5Y | +96.6% | +51.7% | +44.9% | +22.1% |
| 10Y | +1,091.6% | -7.5% | +1,099.1% | +938.0% |
| All | +1,091.6% | -8.7% | +1,100.3% | +938.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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