-0.9%
NVO vs UPRO
+128.3%
-129.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.8% |
| 7D | -7.4% | -6.0% | -1.4% | -6.0% |
| 30D | -5.5% | -5.8% | +0.3% | -4.2% |
| 3M | +4.1% | +10.8% | -6.7% | +1.1% |
| 6M | +19.3% | +31.6% | -12.2% | +10.8% |
| YTD | -9.2% | +25.4% | -34.6% | -14.5% |
| 1Y | -15.0% | +39.2% | -54.3% | -21.8% |
| 3Y | -50.9% | +218.5% | -269.4% | -62.8% |
| 5Y | -0.9% | +137.1% | -137.9% | -22.1% |
| All | -0.9% | +128.3% | -129.2% | -22.1% |
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