+55.4%
IOT vs UPRO
+118.1%
-62.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -1.6% |
| 7D | -4.5% | -2.5% | -2.0% | -3.1% |
| 30D | -2.4% | -4.2% | +1.8% | 0.0% |
| 3M | +19.0% | +8.1% | +10.9% | +12.4% |
| 6M | +19.6% | +35.2% | -15.6% | -3.2% |
| YTD | +8.3% | +28.4% | -20.2% | -10.1% |
| 1Y | -0.8% | +39.3% | -40.1% | -21.7% |
| 3Y | +24.4% | +219.9% | -195.5% | -47.1% |
| All | +55.4% | +118.1% | -62.7% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling