+1,101.8%
NBIS vs UPRO
+66.4%
+1,035.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.1% |
| 7D | +17.8% | -1.3% | +19.1% | +19.0% |
| 30D | +30.5% | -5.0% | +35.6% | +37.2% |
| 3M | +9.2% | +7.5% | +1.7% | +3.4% |
| 6M | +153.2% | +33.2% | +119.9% | +96.8% |
| YTD | +187.1% | +27.7% | +159.4% | +134.9% |
| 1Y | +151.1% | +43.0% | +108.1% | +86.2% |
| All | +1,101.8% | +66.4% | +1,035.4% | +869.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 3y: compounded portfolio wealth divided by compounded UPRO 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…
3y analysis · Full analysis span regression · 6 months rolling