+11,332.2%
UPRO vs IBB
+853.8%
+10,478.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -1.8% |
| 7D | -8.7% | -1.8% | -6.9% | -5.5% |
| 30D | -16.9% | +5.1% | -22.0% | -22.8% |
| 3M | -15.3% | +10.7% | -26.0% | -28.5% |
| 6M | -5.7% | +22.9% | -28.6% | -33.1% |
| YTD | +12.1% | +26.7% | -14.6% | -24.4% |
| 1Y | +16.4% | +35.1% | -18.7% | -29.0% |
| 3Y | +210.5% | +80.2% | +130.3% | +23.8% |
| 5Y | +82.4% | +37.8% | +44.5% | +20.4% |
| 10Y | +1,144.5% | +161.2% | +983.3% | +294.8% |
| All | +11,332.2% | +853.8% | +10,478.4% | +160.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling