+192.9%
NRG vs UPRO
+128.3%
+64.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.5% |
| 7D | -0.2% | -6.0% | +5.8% | +2.1% |
| 30D | -6.8% | -5.8% | -1.0% | -4.7% |
| 3M | -7.1% | +10.8% | -17.9% | -11.3% |
| 6M | -27.6% | +31.6% | -59.1% | -35.4% |
| YTD | -29.2% | +25.4% | -54.6% | -35.8% |
| 1Y | -29.9% | +39.2% | -69.1% | -38.8% |
| 3Y | +198.7% | +218.5% | -19.9% | +96.7% |
| 5Y | +192.9% | +137.1% | +55.9% | +90.2% |
| All | +192.9% | +128.3% | +64.6% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling