+82.0%
SIMO vs UPRO
+19.6%
+62.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -0.8% |
| 7D | -16.0% | -2.9% | -13.1% | -14.1% |
| 30D | -35.8% | -12.4% | -23.3% | -27.8% |
| 3M | -26.5% | -11.9% | -14.6% | -17.9% |
| 6M | -33.0% | -1.7% | -31.3% | -31.0% |
| YTD | +84.3% | +18.5% | +65.8% | +69.5% |
| 1Y | +82.0% | +17.5% | +64.5% | +68.2% |
| All | +82.0% | +19.6% | +62.4% | +68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling