+6,163.8%
SMH vs UPRO
+14,289.1%
-8,125.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -0.5% | -0.9% | +0.4% | -0.1% |
| 3M | -9.6% | +1.9% | -11.6% | -10.0% |
| 6M | +42.1% | +33.1% | +9.0% | +25.4% |
| YTD | +57.4% | +31.8% | +25.7% | +39.5% |
| 1Y | +96.2% | +48.3% | +47.9% | +65.0% |
| 3Y | +267.9% | +221.5% | +46.5% | +116.4% |
| 5Y | +327.7% | +136.7% | +190.9% | +169.9% |
| 10Y | +1,764.6% | +1,179.2% | +585.5% | +407.6% |
| All | +6,163.8% | +14,289.1% | -8,125.2% | +510.3% |
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