+24.5%
UPRO vs IBN
+12.1%
+12.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | +7.4% | +1.9% | +5.6% | +6.4% |
| 30D | -7.9% | +22.1% | -30.0% | -19.2% |
| 3M | -12.0% | +17.1% | -29.1% | -20.5% |
| 6M | -2.0% | +35.5% | -37.5% | -22.1% |
| YTD | +20.4% | +16.8% | +3.6% | +5.7% |
| 1Y | +24.5% | +12.4% | +12.1% | +10.6% |
| All | +24.5% | +12.1% | +12.4% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling