+1,576.4%
NI vs UPRO
+14,289.1%
-12,712.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +2.0% | +0.1% | +2.0% | +2.0% |
| 30D | -3.5% | -0.9% | -2.7% | -3.4% |
| 3M | -9.1% | +1.9% | -11.1% | -10.0% |
| 6M | -11.8% | +33.1% | -45.0% | -18.2% |
| YTD | +1.1% | +31.8% | -30.7% | -6.2% |
| 1Y | +6.7% | +48.3% | -41.6% | -4.0% |
| 3Y | +71.1% | +221.5% | -150.4% | +22.5% |
| 5Y | +94.3% | +136.7% | -42.4% | +39.1% |
| 10Y | +135.8% | +1,179.2% | -1,043.4% | -6.3% |
| All | +1,576.4% | +14,289.1% | -12,712.6% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling