+108.7%
SMR vs UPRO
+230.4%
-121.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.0% | -6.8% | -6.8% |
| 7D | +10.3% | +9.7% | +0.6% | +0.5% |
| 30D | -25.7% | -9.8% | -16.0% | -17.6% |
| 3M | -49.7% | -9.1% | -40.6% | -44.7% |
| 6M | -59.8% | +0.9% | -60.7% | -59.7% |
| YTD | -66.0% | +21.9% | -87.9% | -71.0% |
| 1Y | -81.4% | +19.8% | -101.2% | -83.8% |
| All | +108.7% | +230.4% | -121.8% | -19.0% |
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