+1,777.8%
NI vs UPRO
+13,044.5%
-11,266.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.8% |
| 7D | +4.3% | +7.4% | -3.1% | +2.6% |
| 30D | +12.4% | -7.9% | +20.3% | +13.9% |
| 3M | +10.2% | -12.0% | +22.2% | +12.7% |
| 6M | -0.8% | -2.0% | +1.2% | -1.5% |
| YTD | +13.2% | +20.4% | -7.2% | +6.6% |
| 1Y | +10.1% | +24.5% | -14.4% | +2.7% |
| 3Y | +103.1% | +224.4% | -121.3% | +44.6% |
| 5Y | +115.5% | +97.6% | +17.9% | +60.7% |
| 10Y | +195.5% | +1,097.3% | -901.9% | +18.7% |
| All | +1,777.8% | +13,044.5% | -11,266.7% | +232.0% |
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