+180.7%
NVT vs UPRO
+218.6%
-37.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -1.7% |
| 7D | +7.0% | -1.3% | +8.3% | +7.7% |
| 30D | -2.3% | -5.0% | +2.7% | +0.5% |
| 3M | -3.1% | +7.5% | -10.6% | -7.2% |
| 6M | +47.0% | +33.2% | +13.8% | +24.3% |
| YTD | +56.2% | +27.7% | +28.5% | +34.9% |
| 1Y | +74.5% | +43.0% | +31.5% | +41.5% |
| All | +180.7% | +218.6% | -37.8% | +43.3% |
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