-7.8%
NVTS vs UPRO
+140.0%
-147.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +7.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.5% |
| 30D | -4.5% | -0.9% | -3.6% | -3.7% |
| 3M | -61.5% | +1.9% | -63.5% | -61.2% |
| 6M | +28.0% | +33.1% | -5.1% | +4.7% |
| YTD | +65.3% | +31.8% | +33.5% | +38.3% |
| 1Y | +113.0% | +48.3% | +64.7% | +65.1% |
| 3Y | +34.7% | +221.5% | -186.8% | -43.9% |
| All | -7.8% | +140.0% | -147.8% | -53.4% |
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