+69.3%
IWD vs UPRO
+81.0%
-11.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -0.5% | -8.7% | +8.2% | +1.7% |
| 30D | +2.7% | -16.9% | +19.6% | +7.3% |
| 3M | +0.9% | -15.3% | +16.1% | +4.8% |
| 6M | +10.5% | -5.7% | +16.3% | +11.1% |
| YTD | +23.7% | +12.1% | +11.6% | +18.1% |
| 1Y | +28.7% | +16.4% | +12.3% | +21.5% |
| 3Y | +79.7% | +210.5% | -130.8% | +24.4% |
| All | +69.3% | +81.0% | -11.7% | +24.6% |
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 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