+146.8%
NUE vs UPRO
+133.2%
+13.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | -2.3% | -1.3% | -1.0% | -1.8% |
| 30D | -6.1% | -5.0% | -1.1% | -4.3% |
| 3M | +1.7% | +7.5% | -5.8% | -1.8% |
| 6M | +53.1% | +33.2% | +19.8% | +35.3% |
| YTD | +59.0% | +27.7% | +31.3% | +42.3% |
| 1Y | +85.3% | +43.0% | +42.3% | +57.9% |
| 3Y | +63.2% | +224.4% | -161.2% | -4.0% |
| 5Y | +146.8% | +135.9% | +10.9% | +44.2% |
| All | +146.8% | +133.2% | +13.6% | +44.2% |
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