+988.4%
IVV vs UPRO
+12,137.2%
-11,148.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -2.7% | -8.7% | +6.0% | +0.1% |
| 30D | -5.4% | -16.9% | +11.5% | +0.3% |
| 3M | -4.1% | -15.3% | +11.2% | +0.9% |
| 6M | +0.7% | -5.7% | +6.4% | +1.7% |
| YTD | +8.7% | +12.1% | -3.3% | +3.0% |
| 1Y | +11.0% | +16.4% | -5.4% | +3.5% |
| 3Y | +75.4% | +210.5% | -135.1% | +12.2% |
| 5Y | +68.3% | +82.4% | -14.1% | +19.1% |
| 10Y | +315.5% | +1,144.5% | -829.0% | +28.1% |
| All | +988.4% | +12,137.2% | -11,148.8% | +33.6% |
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