+286.4%
SMH vs UPRO
+223.1%
+63.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +2.3% |
| 7D | +5.2% | +1.5% | +3.8% | +4.1% |
| 30D | -1.5% | -3.7% | +2.2% | +0.8% |
| 3M | -4.1% | +8.0% | -12.1% | -8.7% |
| 6M | +50.8% | +38.7% | +12.1% | +22.5% |
| YTD | +59.3% | +29.5% | +29.8% | +34.9% |
| 1Y | +94.1% | +46.1% | +48.0% | +52.3% |
| All | +286.4% | +223.1% | +63.3% | +83.9% |
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