+1,155.3%
UPRO vs IONS
+88.4%
+1,066.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.7% |
| 7D | +1.5% | -5.3% | +6.8% | +3.7% |
| 30D | -3.7% | +0.3% | -4.0% | -4.2% |
| 3M | +8.0% | -22.9% | +30.9% | +16.4% |
| 6M | +38.7% | -23.4% | +62.1% | +49.9% |
| YTD | +29.5% | -28.3% | +57.9% | +43.7% |
| 1Y | +46.1% | -7.0% | +53.1% | +43.3% |
| 3Y | +229.1% | +37.6% | +191.5% | +143.5% |
| 5Y | +136.0% | +53.4% | +82.6% | +60.1% |
| 10Y | +1,155.3% | +83.9% | +1,071.3% | +761.7% |
| All | +1,155.3% | +88.4% | +1,066.9% | +761.7% |
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