+1,155.8%
UPRO vs IBN
+316.4%
+839.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -6.0% | -5.5% | -0.5% | -1.6% |
| 30D | -5.8% | -3.4% | -2.4% | -3.3% |
| 3M | +10.8% | +8.7% | +2.1% | +3.3% |
| 6M | +31.6% | +3.7% | +27.9% | +27.5% |
| YTD | +25.4% | -2.4% | +27.8% | +27.2% |
| 1Y | +39.2% | -8.1% | +47.3% | +47.1% |
| 3Y | +218.5% | +26.3% | +192.2% | +155.3% |
| 5Y | +137.1% | +54.9% | +82.1% | +68.8% |
| All | +1,155.8% | +316.4% | +839.4% | +442.4% |
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