+13,342.5%
UPRO vs WCN
+1,599.7%
+11,742.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | +0.4% |
| 7D | +0.1% | -0.6% | +0.7% | +1.0% |
| 30D | -0.9% | +0.4% | -1.3% | -1.7% |
| 3M | +1.9% | +7.3% | -5.4% | -11.1% |
| 6M | +33.1% | -2.5% | +35.6% | +29.4% |
| YTD | +31.8% | -5.4% | +37.2% | +32.0% |
| 1Y | +48.3% | -8.5% | +56.7% | +53.0% |
| 3Y | +221.5% | +20.8% | +200.7% | +108.0% |
| 5Y | +136.7% | +30.0% | +106.7% | +40.7% |
| 10Y | +1,179.2% | +238.4% | +940.8% | +133.2% |
| All | +13,342.5% | +1,599.7% | +11,742.8% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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