+577.5%
NRG vs UPRO
+14,044.6%
-13,467.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.1% |
| 7D | +9.3% | +1.5% | +7.8% | +8.6% |
| 30D | +1.3% | -3.7% | +5.0% | +2.6% |
| 3M | -6.0% | +8.0% | -14.0% | -9.1% |
| 6M | -22.0% | +38.7% | -60.6% | -31.2% |
| YTD | -24.1% | +29.5% | -53.7% | -31.5% |
| 1Y | -18.0% | +46.1% | -64.1% | -29.1% |
| 3Y | +220.0% | +229.1% | -9.1% | +105.0% |
| 5Y | +201.1% | +136.0% | +65.1% | +97.0% |
| 10Y | +1,085.1% | +1,155.3% | -70.2% | +254.4% |
| All | +577.5% | +14,044.6% | -13,467.2% | -28.7% |
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