+1,095.1%
UPRO vs ITUB
+175.8%
+919.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.6% |
| 7D | +7.4% | +1.9% | +5.5% | +6.2% |
| 30D | -7.9% | -22.2% | +14.3% | +4.7% |
| 3M | -12.0% | +2.7% | -14.7% | -17.5% |
| 6M | -2.0% | -3.0% | +1.0% | -5.2% |
| YTD | +20.4% | +7.5% | +12.9% | +8.4% |
| 1Y | +24.5% | +10.5% | +14.0% | +9.8% |
| 3Y | +224.4% | +81.0% | +143.4% | +103.4% |
| 5Y | +97.6% | +181.8% | -84.2% | -12.8% |
| All | +1,095.1% | +175.8% | +919.3% | +509.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling