+13,342.5%
UPRO vs BWA
+493.0%
+12,849.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -3.7% |
| 7D | +0.1% | +5.7% | -5.6% | -4.9% |
| 30D | -0.9% | +1.4% | -2.3% | -2.9% |
| 3M | +1.9% | -12.1% | +14.0% | +12.9% |
| 6M | +33.1% | +28.6% | +4.5% | +2.9% |
| YTD | +31.8% | +51.1% | -19.3% | -17.4% |
| 1Y | +48.3% | +55.9% | -7.6% | -10.8% |
| 3Y | +221.5% | +70.1% | +151.3% | +69.2% |
| 5Y | +136.7% | +90.7% | +46.1% | +13.1% |
| 10Y | +1,179.2% | +154.0% | +1,025.2% | +344.5% |
| All | +13,342.5% | +493.0% | +12,849.5% | +2,132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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