+733.2%
IJR vs UPRO
+14,044.6%
-13,311.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.1% |
| 7D | +0.9% | +1.5% | -0.5% | +0.4% |
| 30D | -3.1% | -3.7% | +0.6% | -1.8% |
| 3M | +4.4% | +8.0% | -3.6% | +0.9% |
| 6M | +16.1% | +38.7% | -22.5% | +1.7% |
| YTD | +20.6% | +29.5% | -9.0% | +8.0% |
| 1Y | +22.9% | +46.1% | -23.2% | +4.8% |
| 3Y | +55.2% | +229.1% | -173.9% | -7.0% |
| 5Y | +41.1% | +136.0% | -94.9% | -12.4% |
| 10Y | +167.0% | +1,155.3% | -988.3% | -28.8% |
| All | +733.2% | +14,044.6% | -13,311.4% | -29.5% |
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