+527.9%
SMTC vs UPRO
+1,162.5%
-634.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.6% |
| 7D | +22.5% | -1.3% | +23.8% | +23.2% |
| 30D | +24.9% | -5.0% | +29.9% | +28.4% |
| 3M | +4.1% | +7.5% | -3.4% | +0.5% |
| 6M | +92.6% | +33.2% | +59.3% | +66.1% |
| YTD | +122.5% | +27.7% | +94.8% | +96.6% |
| 1Y | +166.2% | +43.0% | +123.2% | +121.5% |
| 3Y | +577.2% | +224.4% | +352.7% | +275.9% |
| 5Y | +119.0% | +135.9% | -16.9% | +30.6% |
| 10Y | +527.9% | +1,232.5% | -704.6% | +32.9% |
| All | +527.9% | +1,162.5% | -634.7% | +32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling