+15.9%
IP vs UPRO
+1,102.3%
-1,086.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.7% |
| 7D | -0.9% | +9.7% | -10.5% | -4.0% |
| 30D | +6.7% | -9.8% | +16.5% | +9.8% |
| 3M | -16.6% | -9.1% | -7.5% | -14.4% |
| 6M | +6.0% | +0.9% | +5.1% | +4.6% |
| YTD | -10.7% | +21.9% | -32.6% | -17.7% |
| 1Y | -6.7% | +19.8% | -26.5% | -13.7% |
| 3Y | +17.1% | +227.4% | -210.2% | -27.0% |
| 5Y | -14.6% | +100.1% | -114.6% | -42.5% |
| All | +15.9% | +1,102.3% | -1,086.3% | -69.2% |
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 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