-20.1%
ISRG vs UPRO
+20.9%
-41.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.0% | -5.2% | -0.4% |
| 7D | +5.4% | -0.9% | +6.3% | +5.4% |
| 30D | +8.6% | -11.4% | +20.1% | +12.2% |
| 3M | +21.6% | -10.9% | +32.5% | +25.2% |
| 6M | +2.3% | -0.5% | +2.9% | +1.0% |
| YTD | -18.7% | +19.9% | -38.6% | -24.7% |
| All | -20.1% | +20.9% | -41.0% | -26.0% |
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