+146.2%
NUE vs UPRO
+95.9%
+50.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.2% | -3.0% |
| 7D | +2.8% | +7.4% | -4.7% | -0.1% |
| 30D | -2.1% | -7.9% | +5.8% | +0.6% |
| 3M | -7.3% | -12.0% | +4.7% | -3.3% |
| 6M | +8.9% | -2.0% | +10.8% | +8.3% |
| YTD | +55.6% | +20.4% | +35.2% | +41.7% |
| 1Y | +74.7% | +24.5% | +50.2% | +56.7% |
| 3Y | +71.7% | +224.4% | -152.7% | +1.2% |
| All | +146.2% | +95.9% | +50.3% | +51.0% |
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