+141.2%
UPRO vs NBIX
+59.9%
+81.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.7% | +2.5% |
| 7D | -2.5% | +0.4% | -2.9% | -2.7% |
| 30D | -4.2% | -0.2% | -4.1% | -4.3% |
| 3M | +8.1% | -4.0% | +12.0% | +8.9% |
| 6M | +35.2% | +20.6% | +14.6% | +21.3% |
| YTD | +28.4% | +10.1% | +18.3% | +19.9% |
| 1Y | +39.3% | +8.8% | +30.5% | +30.1% |
| 3Y | +219.9% | +42.5% | +177.4% | +138.8% |
| All | +141.2% | +59.9% | +81.2% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 5y: compounded portfolio wealth divided by compounded NBIX 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…
5y analysis · Full analysis span regression · 6 months rolling