+338.0%
SMH vs UPRO
+133.2%
+204.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.9% |
| 7D | +4.3% | -1.3% | +5.6% | +5.0% |
| 30D | +0.9% | -5.0% | +5.9% | +3.9% |
| 3M | -2.8% | +7.5% | -10.3% | -6.7% |
| 6M | +45.6% | +33.2% | +12.4% | +23.7% |
| YTD | +59.5% | +27.7% | +31.7% | +38.7% |
| 1Y | +93.4% | +43.0% | +50.4% | +57.7% |
| 3Y | +287.1% | +224.4% | +62.7% | +94.9% |
| 5Y | +338.0% | +135.9% | +202.2% | +147.2% |
| All | +338.0% | +133.2% | +204.9% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling