+12,179.8%
UPRO vs ITOT
+999.5%
+11,180.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.1% |
| 7D | +7.4% | +2.5% | +4.9% | +0.2% |
| 30D | -7.9% | -1.7% | -6.2% | -2.0% |
| 3M | -12.0% | -3.4% | -8.7% | -1.2% |
| 6M | -2.0% | +2.1% | -4.1% | -4.9% |
| YTD | +20.4% | +11.5% | +8.9% | -7.8% |
| 1Y | +24.5% | +13.6% | +10.9% | -9.4% |
| 3Y | +224.4% | +77.2% | +147.2% | -25.8% |
| 5Y | +97.6% | +64.4% | +33.2% | -29.4% |
| 10Y | +1,097.3% | +288.6% | +808.7% | -39.8% |
| All | +12,179.8% | +999.5% | +11,180.3% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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