+5,277.2%
SMH vs UPRO
+13,044.5%
-7,767.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.4% |
| 7D | +4.9% | +7.4% | -2.5% | +1.6% |
| 30D | -13.8% | -7.9% | -5.9% | -10.3% |
| 3M | -17.4% | -12.0% | -5.4% | -12.2% |
| 6M | -15.0% | -2.0% | -13.0% | -13.6% |
| YTD | +35.2% | +20.4% | +14.8% | +25.1% |
| 1Y | +41.6% | +24.5% | +17.1% | +29.2% |
| 3Y | +215.6% | +224.4% | -8.7% | +86.5% |
| 5Y | +233.2% | +97.6% | +135.6% | +128.3% |
| 10Y | +1,458.7% | +1,097.3% | +361.3% | +340.4% |
| All | +5,277.2% | +13,044.5% | -7,767.3% | +447.3% |
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