+236.7%
IQV vs UPRO
+1,258.3%
-1,021.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.8% |
| 7D | -2.2% | -2.5% | +0.3% | -1.3% |
| 30D | +8.3% | -4.2% | +12.5% | +10.0% |
| 3M | +44.6% | +8.1% | +36.5% | +39.0% |
| 6M | +52.6% | +35.2% | +17.3% | +33.3% |
| YTD | +16.1% | +28.4% | -12.3% | +3.6% |
| 1Y | +37.3% | +39.3% | -2.0% | +18.1% |
| 3Y | +21.6% | +219.9% | -198.3% | -28.3% |
| 5Y | +0.5% | +142.8% | -142.3% | -39.2% |
| All | +236.7% | +1,258.3% | -1,021.6% | -10.8% |
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