-7.5%
IGV vs UPRO
+29.4%
-36.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -1.2% |
| 7D | -7.5% | -2.6% | -4.9% | -6.5% |
| 30D | -5.6% | -4.3% | -1.3% | -3.9% |
| 3M | +1.5% | -4.3% | +5.8% | +3.3% |
| 6M | +17.1% | +14.7% | +2.4% | +10.6% |
| YTD | -2.0% | +28.0% | -30.0% | -11.1% |
| 1Y | -7.5% | +29.8% | -37.3% | -16.9% |
| All | -7.5% | +29.4% | -36.9% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling