-37.6%
SMCI vs UPRO
+29.4%
-67.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.9% | -10.6% | -11.8% |
| 7D | -17.3% | -2.6% | -14.8% | -15.0% |
| 30D | -31.5% | -4.3% | -27.2% | -27.4% |
| 3M | -6.6% | -4.3% | -2.3% | -0.6% |
| 6M | +6.0% | +14.7% | -8.7% | -6.4% |
| YTD | +1.1% | +28.0% | -26.9% | -20.8% |
| 1Y | -37.6% | +29.8% | -67.4% | -51.8% |
| All | -37.6% | +29.4% | -67.0% | -51.8% |
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