+1,139.7%
NTAP vs UPRO
+12,842.4%
-11,702.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | -7.8% | -2.9% | -4.9% | -6.8% |
| 30D | -25.8% | -12.4% | -13.4% | -21.7% |
| 3M | -11.2% | -11.9% | +0.6% | -6.7% |
| 6M | +49.9% | -1.7% | +51.6% | +50.5% |
| YTD | +66.9% | +18.5% | +48.3% | +54.7% |
| 1Y | +58.8% | +17.5% | +41.3% | +47.6% |
| 3Y | +140.8% | +218.4% | -77.5% | +45.6% |
| 5Y | +115.0% | +99.1% | +15.9% | +41.7% |
| 10Y | +570.8% | +1,071.1% | -500.3% | +79.7% |
| All | +1,139.7% | +12,842.4% | -11,702.6% | -1.9% |
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 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