+984.8%
IVV vs UPRO
+12,035.6%
-11,050.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -13.2% | +8.8% | 0.0% |
| 7D | -4.8% | -14.4% | +9.6% | +0.1% |
| 30D | -5.9% | -18.2% | +12.3% | +0.3% |
| 3M | -4.5% | -16.4% | +11.9% | +0.9% |
| 6M | +1.8% | -2.6% | +4.5% | +1.7% |
| YTD | +8.4% | +11.1% | -2.8% | +2.9% |
| 1Y | +9.4% | +11.8% | -2.4% | +3.5% |
| 3Y | +75.3% | +209.9% | -134.7% | +12.2% |
| 5Y | +67.8% | +80.9% | -13.1% | +19.0% |
| 10Y | +314.2% | +1,134.2% | -820.0% | +28.0% |
| All | +984.8% | +12,035.6% | -11,050.9% | +33.5% |
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