+43.0%
UPRO vs WCC
+66.8%
-23.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.8% |
| 7D | -1.3% | +6.8% | -8.1% | -4.5% |
| 30D | -5.0% | -3.0% | -2.0% | -3.9% |
| 3M | +7.5% | +0.2% | +7.3% | +6.5% |
| 6M | +33.2% | +33.2% | +0.1% | +13.1% |
| YTD | +27.7% | +45.8% | -18.1% | +3.8% |
| 1Y | +43.0% | +68.4% | -25.3% | +12.0% |
| All | +43.0% | +66.8% | -23.8% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling