+1,265.7%
IGV vs UPRO
+13,348.2%
-12,082.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.0% | +0.4% |
| 7D | -1.3% | -3.8% | +2.5% | -0.1% |
| 30D | -8.1% | -8.9% | +0.7% | -5.1% |
| 3M | -1.6% | -7.4% | +5.8% | +0.9% |
| 6M | +12.7% | +1.6% | +11.2% | +11.0% |
| YTD | -3.3% | +23.2% | -26.4% | -12.3% |
| 1Y | -7.9% | +21.2% | -29.2% | -16.2% |
| 3Y | +40.3% | +230.8% | -190.5% | -17.1% |
| 5Y | +17.3% | +106.7% | -89.4% | -22.2% |
| 10Y | +362.3% | +1,125.0% | -762.7% | +29.7% |
| All | +1,265.7% | +13,348.2% | -12,082.5% | +41.0% |
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