+39.9%
IQV vs UPRO
+38.4%
+1.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.6% |
| 7D | -5.3% | -6.0% | +0.7% | -3.6% |
| 30D | +5.5% | -5.8% | +11.3% | +7.2% |
| 3M | +41.2% | +10.8% | +30.4% | +35.2% |
| 6M | +50.5% | +31.6% | +19.0% | +33.8% |
| YTD | +14.1% | +25.4% | -11.2% | +4.3% |
| 1Y | +39.9% | +39.2% | +0.7% | +14.5% |
| All | +39.9% | +38.4% | +1.6% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling