+13,342.5%
UPRO vs NVMI
+38,660.4%
-25,317.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.5% | -6.7% | -4.4% |
| 7D | +0.1% | +6.6% | -6.5% | -3.7% |
| 30D | -0.9% | -7.5% | +6.6% | +2.9% |
| 3M | +1.9% | -28.5% | +30.4% | +19.9% |
| 6M | +33.1% | -15.7% | +48.9% | +39.8% |
| YTD | +31.8% | +13.3% | +18.5% | +14.4% |
| 1Y | +48.3% | +48.3% | 0.0% | +8.5% |
| 3Y | +221.5% | +191.2% | +30.2% | +46.1% |
| 5Y | +136.7% | +268.7% | -131.9% | -4.0% |
| 10Y | +1,179.2% | +3,034.8% | -1,855.6% | +99.4% |
| All | +13,342.5% | +38,660.4% | -25,317.9% | +1,506.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling