+43.4%
SMH vs UPRO
+29.4%
+14.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -6.7% |
| 7D | -11.2% | -2.6% | -8.6% | -9.3% |
| 30D | -20.4% | -4.3% | -16.1% | -17.5% |
| 3M | -12.4% | -4.3% | -8.1% | -9.4% |
| 6M | -0.5% | +14.7% | -15.2% | -9.9% |
| YTD | +40.0% | +28.0% | +12.0% | +17.2% |
| 1Y | +43.4% | +29.8% | +13.6% | +18.7% |
| All | +43.4% | +29.4% | +14.0% | +18.7% |
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 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