+2,098.0%
IDXX vs UPRO
+13,589.9%
-11,491.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.2% | -1.1% |
| 7D | -4.3% | -6.0% | +1.7% | -2.3% |
| 30D | -13.7% | -5.8% | -7.9% | -12.0% |
| 3M | -9.1% | +10.8% | -19.9% | -12.7% |
| 6M | -15.4% | +31.6% | -47.0% | -23.8% |
| YTD | -25.1% | +25.4% | -50.5% | -31.6% |
| 1Y | -20.6% | +39.2% | -59.8% | -30.3% |
| 3Y | +8.7% | +218.5% | -209.8% | -31.1% |
| 5Y | -25.7% | +137.1% | -162.7% | -51.0% |
| 10Y | +360.6% | +1,208.2% | -847.6% | +51.2% |
| All | +2,098.0% | +13,589.9% | -11,491.9% | +214.5% |
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