+11.3%
IVV vs UPRO
+19.6%
-8.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.8% | 0.0% |
| 7D | -0.6% | -2.9% | +2.3% | +0.1% |
| 30D | -3.7% | -12.4% | +8.8% | +0.3% |
| 3M | -2.7% | -11.9% | +9.1% | +0.9% |
| 6M | +2.2% | -1.7% | +3.9% | +1.8% |
| YTD | +10.9% | +18.5% | -7.6% | +3.1% |
| 1Y | +11.3% | +17.5% | -6.2% | +3.6% |
| All | +11.3% | +19.6% | -8.3% | +3.6% |
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 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