+236.9%
UPRO vs IBN
+56.2%
+180.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.7% | +5.3% | +6.0% |
| 7D | -0.9% | +14.6% | -15.5% | -8.7% |
| 30D | -11.4% | +23.5% | -35.0% | -22.5% |
| 3M | -10.9% | +14.0% | -24.9% | -18.0% |
| 6M | -0.5% | +31.1% | -31.7% | -16.5% |
| YTD | +19.9% | +16.6% | +3.3% | +7.9% |
| 1Y | +24.2% | +14.9% | +9.3% | +12.7% |
| 3Y | +236.9% | +56.9% | +180.1% | +176.1% |
| All | +236.9% | +56.2% | +180.8% | +176.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling