+11,332.2%
UPRO vs IONS
+158.8%
+11,173.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -8.7% | -9.4% | +0.7% | -5.2% |
| 30D | -16.9% | -10.7% | -6.2% | -13.4% |
| 3M | -15.3% | -27.7% | +12.4% | -5.3% |
| 6M | -5.7% | -48.7% | +43.0% | +16.5% |
| YTD | +12.1% | -50.2% | +62.2% | +39.7% |
| 1Y | +16.4% | -46.8% | +63.2% | +41.3% |
| 3Y | +210.5% | -14.8% | +225.4% | +195.8% |
| 5Y | +82.4% | +17.0% | +65.4% | +50.4% |
| 10Y | +1,144.5% | +45.3% | +1,099.2% | +834.0% |
| All | +11,332.2% | +158.8% | +11,173.4% | +3,744.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling