-11.2%
INSM vs UPRO
+41.4%
-52.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.8% | +1.2% |
| 7D | +2.5% | -2.5% | +5.0% | +2.9% |
| 30D | -2.2% | -4.2% | +2.1% | -1.5% |
| 3M | +33.8% | +8.1% | +25.7% | +30.8% |
| 6M | -7.2% | +35.2% | -42.4% | -13.3% |
| YTD | -25.6% | +28.4% | -54.1% | -30.4% |
| 1Y | -11.2% | +39.3% | -50.5% | -19.7% |
| All | -11.2% | +41.4% | -52.7% | -19.7% |
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