+6,848.3%
UPRO vs IOVA
-91.6%
+6,939.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.3% |
| 7D | +0.1% | +9.7% | -9.7% | -0.4% |
| 30D | -0.9% | +102.5% | -103.4% | -5.0% |
| 3M | +1.9% | +100.7% | -98.8% | -2.6% |
| 6M | +33.1% | +106.3% | -73.2% | +26.5% |
| YTD | +31.8% | +222.0% | -190.2% | +21.9% |
| 1Y | +48.3% | +299.5% | -251.3% | +34.9% |
| 3Y | +221.5% | +42.9% | +178.5% | +196.7% |
| 5Y | +136.7% | -65.0% | +201.7% | +126.8% |
| 10Y | +1,179.2% | +10.3% | +1,168.9% | +1,084.8% |
| All | +6,848.3% | -91.6% | +6,939.9% | +5,866.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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