+575.6%
NUE vs UPRO
+1,258.3%
-682.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.9% | +0.6% |
| 7D | -0.6% | -2.5% | +1.9% | +0.4% |
| 30D | -4.6% | -4.2% | -0.3% | -3.0% |
| 3M | -0.3% | +8.1% | -8.4% | -3.9% |
| 6M | +51.9% | +35.2% | +16.6% | +33.3% |
| YTD | +60.0% | +28.4% | +31.5% | +42.6% |
| 1Y | +82.9% | +39.3% | +43.6% | +57.3% |
| 3Y | +66.0% | +219.9% | -153.9% | -2.4% |
| 5Y | +149.0% | +142.8% | +6.1% | +50.0% |
| All | +575.6% | +1,258.3% | -682.7% | +47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling