+515.6%
IQV vs UPRO
+2,787.3%
-2,271.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.6% |
| 7D | +0.3% | +1.5% | -1.1% | -0.2% |
| 30D | +8.6% | -3.7% | +12.3% | +10.0% |
| 3M | +41.1% | +8.0% | +33.1% | +35.8% |
| 6M | +48.6% | +38.7% | +9.9% | +29.4% |
| YTD | +15.0% | +29.5% | -14.6% | +2.8% |
| 1Y | +38.1% | +46.1% | -8.0% | +17.5% |
| 3Y | +21.4% | +229.1% | -207.7% | -27.2% |
| 5Y | -1.0% | +136.0% | -137.0% | -37.9% |
| 10Y | +233.0% | +1,155.3% | -922.3% | +0.7% |
| All | +515.6% | +2,787.3% | -2,271.7% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling