+100.1%
UPRO vs IBB
+40.3%
+59.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | +2.2% |
| 7D | +9.7% | +1.6% | +8.0% | +7.1% |
| 30D | -9.8% | +6.7% | -16.5% | -17.7% |
| 3M | -9.1% | +6.3% | -15.4% | -18.4% |
| 6M | +0.9% | +23.9% | -23.0% | -29.8% |
| YTD | +21.9% | +26.6% | -4.7% | -18.7% |
| 1Y | +19.8% | +29.6% | -9.9% | -23.3% |
| 3Y | +227.4% | +86.1% | +141.3% | +11.9% |
| 5Y | +100.1% | +40.3% | +59.7% | +3.6% |
| All | +100.1% | +40.3% | +59.7% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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