+53.7%
NVS vs UPRO
+218.6%
-164.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | 0.0% |
| 7D | -15.4% | -1.3% | -14.1% | -15.3% |
| 30D | -12.3% | -5.0% | -7.3% | -11.9% |
| 3M | -7.8% | +7.5% | -15.3% | -8.5% |
| 6M | -13.0% | +33.2% | -46.2% | -15.6% |
| YTD | +2.8% | +27.7% | -25.0% | -0.1% |
| 1Y | +10.6% | +43.0% | -32.4% | +6.5% |
| All | +53.7% | +218.6% | -164.9% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling