+19.8%
UPRO vs IONS
-61.6%
+81.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.7% |
| 7D | +9.7% | -29.6% | +39.3% | +12.3% |
| 30D | -9.8% | -35.6% | +25.8% | -6.1% |
| 3M | -9.1% | -51.7% | +42.6% | -2.0% |
| 6M | +0.9% | -64.0% | +64.9% | +8.6% |
| YTD | +21.9% | -65.5% | +87.4% | +31.6% |
| 1Y | +19.8% | -62.4% | +82.2% | +21.8% |
| All | +19.8% | -61.6% | +81.4% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling