+13,342.5%
UPRO vs WCC
+1,414.6%
+11,927.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -4.3% |
| 7D | +0.1% | +4.5% | -4.4% | -3.5% |
| 30D | -0.9% | -5.8% | +4.9% | +3.1% |
| 3M | +1.9% | -3.7% | +5.6% | +3.0% |
| 6M | +33.1% | +23.1% | +10.1% | +8.5% |
| YTD | +31.8% | +44.2% | -12.4% | -6.5% |
| 1Y | +48.3% | +62.1% | -13.8% | -6.1% |
| 3Y | +221.5% | +121.1% | +100.4% | +42.5% |
| 5Y | +136.7% | +214.0% | -77.2% | -25.8% |
| 10Y | +1,179.2% | +472.8% | +706.4% | +102.6% |
| All | +13,342.5% | +1,414.6% | +11,927.9% | +679.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling