+48.3%
UPRO vs ITUB
+30.8%
+17.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.7% |
| 7D | +0.1% | +8.7% | -8.6% | -4.5% |
| 30D | -0.9% | -0.7% | -0.2% | -0.6% |
| 3M | +1.9% | +7.8% | -5.9% | -3.1% |
| 6M | +33.1% | -3.4% | +36.5% | +34.1% |
| YTD | +31.8% | +16.3% | +15.5% | +22.1% |
| 1Y | +48.3% | +29.8% | +18.5% | +25.5% |
| All | +48.3% | +30.8% | +17.5% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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