+2,934.5%
IBKR vs UPRO
+13,589.9%
-10,655.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -0.3% |
| 7D | -3.8% | -6.0% | +2.2% | -1.7% |
| 30D | -0.3% | -5.8% | +5.5% | +1.8% |
| 3M | +4.8% | +10.8% | -6.0% | +1.0% |
| 6M | +30.8% | +31.6% | -0.8% | +18.8% |
| YTD | +39.5% | +25.4% | +14.1% | +29.0% |
| 1Y | +43.7% | +39.2% | +4.4% | +28.3% |
| 3Y | +284.7% | +218.5% | +66.1% | +154.6% |
| 5Y | +484.9% | +137.1% | +347.8% | +294.4% |
| 10Y | +980.8% | +1,208.2% | -227.3% | +259.0% |
| All | +2,934.5% | +13,589.9% | -10,655.4% | +399.5% |
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