+61.0%
IBIT vs UPRO
+139.7%
-78.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.7% |
| 7D | -1.1% | -8.7% | +7.6% | +2.7% |
| 30D | -9.2% | -16.9% | +7.7% | -1.7% |
| 3M | +17.5% | -15.3% | +32.8% | +26.0% |
| 6M | -7.2% | -5.7% | -1.5% | -5.6% |
| YTD | -13.6% | +12.1% | -25.7% | -18.7% |
| 1Y | -25.1% | +16.4% | -41.5% | -30.7% |
| All | +61.0% | +139.7% | -78.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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