+1,232.5%
UPRO vs WCC
+506.2%
+726.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.5% |
| 7D | -1.3% | +6.8% | -8.1% | -6.0% |
| 30D | -5.0% | -3.0% | -2.0% | -3.6% |
| 3M | +7.5% | +0.2% | +7.3% | +5.4% |
| 6M | +33.2% | +33.2% | +0.1% | +4.8% |
| YTD | +27.7% | +45.8% | -18.1% | -6.9% |
| 1Y | +43.0% | +68.4% | -25.3% | -7.6% |
| 3Y | +224.4% | +131.1% | +93.3% | +52.2% |
| 5Y | +135.9% | +225.6% | -89.7% | -17.8% |
| 10Y | +1,232.5% | +534.2% | +698.4% | +132.8% |
| All | +1,232.5% | +506.2% | +726.3% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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