+5,377.6%
SMCI vs UPRO
+14,044.6%
-8,667.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.5% |
| 7D | +9.7% | +1.5% | +8.2% | +8.8% |
| 30D | +29.3% | -3.7% | +33.0% | +31.9% |
| 3M | -8.5% | +8.0% | -16.5% | -10.9% |
| 6M | +28.6% | +38.7% | -10.1% | +13.0% |
| YTD | +37.5% | +29.5% | +8.0% | +25.3% |
| 1Y | +0.5% | +46.1% | -45.5% | -13.2% |
| 3Y | +43.4% | +229.1% | -185.6% | -13.4% |
| 5Y | +1,008.2% | +136.0% | +872.2% | +620.4% |
| 10Y | +1,776.0% | +1,155.3% | +620.8% | +346.9% |
| All | +5,377.6% | +14,044.6% | -8,667.1% | +253.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling