+1,349.8%
IWF vs UPRO
+14,289.1%
-12,939.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | -0.4% | -0.9% | +0.5% | -0.1% |
| 3M | -2.6% | +1.9% | -4.5% | -3.6% |
| 6M | +9.1% | +33.1% | -24.0% | -2.2% |
| YTD | +4.5% | +31.8% | -27.3% | -6.2% |
| 1Y | +10.1% | +48.3% | -38.2% | -5.6% |
| 3Y | +77.6% | +221.5% | -143.8% | +11.2% |
| 5Y | +73.7% | +136.7% | -63.0% | +13.2% |
| 10Y | +411.5% | +1,179.2% | -767.6% | +58.9% |
| All | +1,349.8% | +14,289.1% | -12,939.3% | +83.1% |
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