+712.5%
NVS vs UPRO
+13,044.5%
-12,332.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -1.3% | +7.4% | -8.7% | -2.7% |
| 30D | +9.3% | -7.9% | +17.2% | +10.6% |
| 3M | +5.8% | -12.0% | +17.8% | +7.9% |
| 6M | +7.2% | -2.0% | +9.1% | +6.5% |
| YTD | +20.0% | +20.4% | -0.4% | +14.2% |
| 1Y | +25.4% | +24.5% | +0.9% | +18.5% |
| 3Y | +89.2% | +224.4% | -135.2% | +41.4% |
| 5Y | +134.6% | +97.6% | +37.0% | +82.1% |
| 10Y | +251.4% | +1,097.3% | -846.0% | +55.6% |
| All | +712.5% | +13,044.5% | -12,332.0% | +83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling