+129.4%
NVT vs UPRO
+226.4%
-97.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | +8.0% | +7.4% | +0.6% | +3.5% |
| 30D | -24.8% | -7.9% | -16.9% | -20.8% |
| 3M | -32.4% | -12.0% | -20.4% | -26.9% |
| 6M | -33.5% | -2.0% | -31.5% | -32.5% |
| YTD | +13.2% | +20.4% | -7.2% | +1.7% |
| 1Y | +9.0% | +24.5% | -15.5% | -3.8% |
| 3Y | +129.4% | +224.4% | -95.0% | +20.1% |
| All | +129.4% | +226.4% | -97.0% | +20.1% |
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 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