+208.7%
NRG vs UPRO
+220.4%
-11.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.4% |
| 7D | -4.7% | -2.5% | -2.1% | -3.4% |
| 30D | -6.0% | -4.2% | -1.7% | -4.0% |
| 3M | -8.0% | +8.1% | -16.0% | -12.4% |
| 6M | -23.2% | +35.2% | -58.4% | -35.2% |
| YTD | -28.1% | +28.4% | -56.5% | -37.8% |
| 1Y | -27.3% | +39.3% | -66.5% | -39.8% |
| 3Y | +208.7% | +219.9% | -11.2% | +77.3% |
| All | +208.7% | +220.4% | -11.7% | +77.3% |
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