+1,186.4%
UPRO vs NVMI
+3,158.6%
-1,972.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.9% | +1.3% |
| 7D | -2.5% | -0.1% | -2.5% | -2.5% |
| 30D | -4.2% | -8.4% | +4.2% | +1.1% |
| 3M | +8.1% | -33.6% | +41.6% | +38.9% |
| 6M | +35.2% | -14.7% | +49.9% | +40.5% |
| YTD | +28.4% | +13.2% | +15.2% | +5.3% |
| 1Y | +39.3% | +29.0% | +10.2% | +1.7% |
| 3Y | +219.9% | +215.0% | +4.9% | -2.2% |
| 5Y | +142.8% | +268.6% | -125.7% | -35.3% |
| All | +1,186.4% | +3,158.6% | -1,972.2% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling