+40.4%
SMCI vs UPRO
+218.6%
-178.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.0% |
| 7D | +5.2% | -1.3% | +6.5% | +6.4% |
| 30D | +23.7% | -5.0% | +28.8% | +30.0% |
| 3M | -4.2% | +7.5% | -11.7% | -9.1% |
| 6M | +21.7% | +33.2% | -11.5% | -1.5% |
| YTD | +33.0% | +27.7% | +5.3% | +11.6% |
| 1Y | -9.3% | +43.0% | -52.3% | -30.6% |
| All | +40.4% | +218.6% | -178.2% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling