+127.9%
NOK vs UPRO
+1,087.5%
-959.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.1% |
| 7D | +5.4% | +7.4% | -2.1% | +3.0% |
| 30D | -14.1% | -7.9% | -6.3% | -11.6% |
| 3M | -23.6% | -12.0% | -11.6% | -20.1% |
| 6M | -45.1% | -2.0% | -43.2% | -44.2% |
| YTD | +24.7% | +20.4% | +4.3% | +18.8% |
| 1Y | +19.0% | +24.5% | -5.5% | +12.1% |
| 3Y | +147.0% | +224.4% | -77.3% | +64.7% |
| 5Y | +58.2% | +97.6% | -39.5% | +14.4% |
| All | +127.9% | +1,087.5% | -959.5% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling