+45.2%
NU vs UPRO
+110.2%
-65.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.4% |
| 7D | -2.6% | -1.3% | -1.3% | -1.9% |
| 30D | +8.2% | -5.0% | +13.3% | +11.3% |
| 3M | +26.3% | +7.5% | +18.8% | +20.6% |
| 6M | +2.2% | +33.2% | -31.0% | -13.9% |
| YTD | -10.4% | +27.7% | -38.1% | -22.9% |
| 1Y | -3.0% | +43.0% | -46.0% | -22.0% |
| 3Y | +120.3% | +224.4% | -104.2% | +3.0% |
| All | +45.2% | +110.2% | -65.0% | -7.8% |
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