+23.9%
IP vs UPRO
+222.2%
-198.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.6% |
| 7D | -5.3% | +0.1% | -5.3% | -5.3% |
| 30D | -10.9% | -0.9% | -10.0% | -10.6% |
| 3M | +11.2% | +1.9% | +9.2% | +10.0% |
| 6M | -10.2% | +33.1% | -43.3% | -18.3% |
| YTD | -2.0% | +31.8% | -33.8% | -10.7% |
| 1Y | -19.1% | +48.3% | -67.4% | -28.9% |
| All | +23.9% | +222.2% | -198.3% | -13.1% |
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