+24.6%
IOT vs UPRO
+212.7%
-188.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.4% |
| 7D | -0.8% | -6.0% | +5.2% | +2.3% |
| 30D | -4.7% | -5.8% | +1.1% | -1.8% |
| 3M | +17.8% | +10.8% | +7.0% | +10.7% |
| 6M | +16.8% | +31.6% | -14.7% | -1.5% |
| YTD | +8.4% | +25.4% | -16.9% | -6.4% |
| 1Y | -0.8% | +39.2% | -40.0% | -19.3% |
| All | +24.6% | +212.7% | -188.1% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling