+39.3%
UPRO vs NVDX
+9.6%
+29.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -2.5% | -10.2% | +7.7% | +1.0% |
| 30D | -4.2% | -7.3% | +3.1% | -2.5% |
| 3M | +8.1% | +5.5% | +2.5% | +3.9% |
| 6M | +35.2% | +18.3% | +16.9% | +21.5% |
| YTD | +28.4% | +11.4% | +17.0% | +16.0% |
| 1Y | +39.3% | +12.7% | +26.6% | +26.5% |
| All | +39.3% | +9.6% | +29.6% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling