+434.6%
SIMO vs UPRO
+1,130.0%
-695.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.9% | +4.8% | +7.3% |
| 7D | +0.9% | -3.8% | +4.7% | +2.7% |
| 30D | -25.4% | -8.9% | -16.5% | -22.4% |
| 3M | -17.8% | -7.4% | -10.3% | -14.9% |
| 6M | -29.6% | +1.6% | -31.1% | -29.0% |
| YTD | +100.3% | +23.2% | +77.1% | +88.7% |
| 1Y | +100.4% | +21.2% | +79.1% | +89.8% |
| 3Y | +246.1% | +230.8% | +15.3% | +137.6% |
| 5Y | +189.8% | +106.7% | +83.1% | +113.0% |
| 10Y | +434.6% | +1,125.0% | -690.4% | +61.4% |
| All | +434.6% | +1,130.0% | -695.4% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling