+1,746.8%
NI vs UPRO
+12,842.3%
-11,095.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +1.5% | -2.9% | +4.4% | +1.9% |
| 30D | +11.9% | -12.4% | +24.3% | +14.7% |
| 3M | +9.1% | -11.9% | +21.0% | +11.6% |
| 6M | -1.8% | -1.7% | -0.1% | -2.5% |
| YTD | +11.4% | +18.5% | -7.2% | +5.2% |
| 1Y | +6.4% | +17.5% | -11.1% | +0.6% |
| 3Y | +98.2% | +218.4% | -120.1% | +41.7% |
| 5Y | +110.1% | +99.1% | +10.9% | +56.3% |
| 10Y | +189.0% | +1,071.1% | -882.1% | +16.7% |
| All | +1,746.8% | +12,842.3% | -11,095.6% | +227.7% |
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