+26.5%
IP vs UPRO
+1,093.1%
-1,066.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -5.1% | -8.7% | +3.6% | -2.4% |
| 30D | +8.5% | -16.9% | +25.4% | +14.9% |
| 3M | -13.8% | -15.3% | +1.4% | -9.4% |
| 6M | +5.7% | -5.7% | +11.5% | +6.9% |
| YTD | -9.1% | +12.1% | -21.2% | -13.8% |
| 1Y | -0.8% | +16.4% | -17.2% | -7.3% |
| 3Y | +14.8% | +210.5% | -195.7% | -27.2% |
| 5Y | -11.5% | +82.4% | -93.9% | -38.5% |
| All | +26.5% | +1,093.1% | -1,066.5% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling