+11,991.0%
UPRO vs WCN
+1,874.5%
+10,116.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.9% |
| 7D | -2.9% | +2.6% | -5.5% | -6.2% |
| 30D | -12.4% | +25.3% | -37.7% | -38.1% |
| 3M | -11.9% | +15.2% | -27.1% | -30.1% |
| 6M | -1.7% | +26.4% | -28.1% | -34.3% |
| YTD | +18.5% | +9.9% | +8.6% | -6.9% |
| 1Y | +17.5% | +16.2% | +1.3% | -15.5% |
| 3Y | +218.4% | +49.4% | +169.0% | +47.4% |
| 5Y | +99.1% | +46.2% | +53.0% | -1.7% |
| 10Y | +1,071.1% | +305.7% | +765.4% | +60.4% |
| All | +11,991.0% | +1,874.5% | +10,116.5% | +114.1% |
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