+1,091.6%
UPRO vs IONS
-5.7%
+1,097.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -21.4% | +28.3% | +15.8% |
| 7D | -0.9% | -24.8% | +23.9% | +9.6% |
| 30D | -11.4% | -31.5% | +20.1% | +1.8% |
| 3M | -10.9% | -45.2% | +34.3% | +11.8% |
| 6M | -0.5% | -59.1% | +58.5% | +37.1% |
| YTD | +19.9% | -60.8% | +80.7% | +68.1% |
| 1Y | +24.2% | -57.9% | +82.1% | +67.9% |
| 3Y | +236.9% | -34.5% | +271.4% | +238.3% |
| 5Y | +96.6% | -8.8% | +105.4% | +59.5% |
| 10Y | +1,091.6% | -19.2% | +1,110.8% | +1,054.5% |
| All | +1,091.6% | -5.7% | +1,097.3% | +1,054.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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