+12,463.5%
UPRO vs IBN
+695.4%
+11,768.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.2% |
| 7D | -3.8% | +11.1% | -14.9% | -11.7% |
| 30D | -8.9% | +23.9% | -32.7% | -23.3% |
| 3M | -7.4% | +16.3% | -23.7% | -18.4% |
| 6M | +1.6% | +34.2% | -32.7% | -20.0% |
| YTD | +23.2% | +17.6% | +5.6% | +7.5% |
| 1Y | +21.2% | +13.8% | +7.4% | +8.3% |
| 3Y | +230.8% | +57.0% | +173.8% | +126.2% |
| 5Y | +106.7% | +75.3% | +31.3% | +37.0% |
| 10Y | +1,125.0% | +388.7% | +736.4% | +281.9% |
| All | +12,463.5% | +695.4% | +11,768.2% | +2,482.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling