+1,071.1%
UPRO vs IBN
+364.2%
+706.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.4% | -2.1% |
| 7D | -2.9% | +15.8% | -18.6% | -14.3% |
| 30D | -12.4% | +25.1% | -37.5% | -27.8% |
| 3M | -11.9% | +16.0% | -27.8% | -22.8% |
| 6M | -1.7% | +32.8% | -34.4% | -23.3% |
| YTD | +18.5% | +18.0% | +0.5% | +2.0% |
| 1Y | +17.5% | +15.9% | +1.6% | +2.5% |
| 3Y | +218.4% | +57.6% | +160.7% | +108.9% |
| 5Y | +99.1% | +74.7% | +24.4% | +26.2% |
| 10Y | +1,071.1% | +373.9% | +697.2% | +336.0% |
| All | +1,071.1% | +364.2% | +706.9% | +336.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling