+96.6%
UPRO vs WCC
+141.7%
-45.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +8.1% | -1.2% | +1.5% |
| 7D | -0.9% | -5.7% | +4.8% | +2.4% |
| 30D | -11.4% | -13.5% | +2.0% | -3.3% |
| 3M | -10.9% | -12.9% | +2.0% | -4.2% |
| 6M | -0.5% | -10.7% | +10.1% | +3.8% |
| YTD | +19.9% | +30.0% | -10.1% | -6.1% |
| 1Y | +24.2% | +24.7% | -0.5% | +0.2% |
| 3Y | +236.9% | +136.6% | +100.4% | +50.5% |
| 5Y | +96.6% | +143.9% | -47.4% | -23.1% |
| All | +96.6% | +141.7% | -45.1% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling