+5,500.5%
SMH vs UPRO
+13,348.2%
-7,847.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.9% | +0.9% | +3.0% |
| 7D | +0.5% | -3.8% | +4.3% | +2.5% |
| 30D | -14.2% | -8.9% | -5.4% | -10.3% |
| 3M | -11.5% | -7.4% | -4.1% | -8.2% |
| 6M | -12.0% | +1.6% | -13.6% | -12.0% |
| YTD | +40.8% | +23.2% | +17.6% | +29.0% |
| 1Y | +44.9% | +21.2% | +23.6% | +33.7% |
| 3Y | +226.7% | +230.8% | -4.1% | +91.2% |
| 5Y | +250.6% | +106.7% | +143.9% | +135.5% |
| 10Y | +1,523.4% | +1,125.0% | +398.4% | +353.8% |
| All | +5,500.5% | +13,348.2% | -7,847.8% | +463.9% |
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 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