+215.6%
SMH vs UPRO
+226.4%
-10.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.1% |
| 7D | +4.9% | +7.4% | -2.5% | 0.0% |
| 30D | -13.8% | -7.9% | -5.9% | -8.8% |
| 3M | -17.4% | -12.0% | -5.4% | -10.0% |
| 6M | -15.0% | -2.0% | -13.0% | -13.5% |
| YTD | +35.2% | +20.4% | +14.8% | +20.1% |
| 1Y | +41.6% | +24.5% | +17.1% | +23.1% |
| 3Y | +215.6% | +224.4% | -8.7% | +43.0% |
| All | +215.6% | +226.4% | -10.7% | +43.0% |
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