+12,127.5%
UPRO vs BWA
+351.6%
+11,775.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.4% | +1.6% | +2.1% |
| 7D | -0.9% | -0.6% | -0.3% | 0.0% |
| 30D | -11.4% | -16.1% | +4.6% | +3.9% |
| 3M | -10.9% | -24.6% | +13.7% | +13.8% |
| 6M | -0.5% | -15.7% | +15.1% | +12.6% |
| YTD | +19.9% | +15.1% | +4.8% | -4.3% |
| 1Y | +24.2% | +15.9% | +8.3% | -1.8% |
| 3Y | +236.9% | +67.1% | +169.9% | +81.0% |
| 5Y | +96.6% | +34.7% | +61.8% | +29.6% |
| 10Y | +1,091.6% | +99.5% | +992.1% | +413.7% |
| All | +12,127.5% | +351.6% | +11,775.9% | +2,486.1% |
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