+36.9%
IQV vs UPRO
+226.4%
-189.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.8% |
| 7D | -2.5% | +7.4% | -9.9% | -4.8% |
| 30D | +1.2% | -7.9% | +9.1% | +3.4% |
| 3M | +9.8% | -12.0% | +21.8% | +13.7% |
| 6M | +53.8% | -2.0% | +55.8% | +51.7% |
| YTD | +17.6% | +20.4% | -2.8% | +7.0% |
| 1Y | +18.6% | +24.5% | -5.9% | +6.3% |
| 3Y | +36.9% | +224.4% | -187.5% | -23.8% |
| All | +36.9% | +226.4% | -189.5% | -23.8% |
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 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