+12,347.4%
UPRO vs BUD
+215.1%
+12,132.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.3% | +6.2% | +6.2% |
| 7D | -3.8% | +0.5% | -4.3% | -4.7% |
| 30D | -8.9% | +7.4% | -16.2% | -16.5% |
| 3M | -7.4% | +4.3% | -11.7% | -13.2% |
| 6M | +1.6% | +5.3% | -3.7% | -7.3% |
| YTD | +23.2% | +33.2% | -10.1% | -13.6% |
| 1Y | +21.2% | +31.8% | -10.5% | -14.3% |
| 3Y | +230.8% | +47.8% | +183.0% | +92.5% |
| 5Y | +106.7% | +50.2% | +56.5% | +19.9% |
| 10Y | +1,125.0% | -4.8% | +1,129.8% | +1,045.2% |
| All | +12,347.4% | +215.1% | +12,132.3% | +2,735.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling