+23.9%
ISRG vs UPRO
+102.9%
-78.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -6.1% | +9.7% | -15.8% | -9.8% |
| 30D | +4.2% | -9.8% | +14.0% | +8.1% |
| 3M | +9.6% | -9.1% | +18.7% | +13.1% |
| 6M | +1.9% | +0.9% | +1.0% | -0.3% |
| YTD | -22.3% | +21.9% | -44.2% | -30.6% |
| 1Y | -23.2% | +19.8% | -42.9% | -31.0% |
| 3Y | +58.5% | +227.4% | -168.8% | -15.0% |
| 5Y | +23.9% | +100.1% | -76.1% | -20.9% |
| All | +23.9% | +102.9% | -78.9% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling