+1,095.1%
UPRO vs WPM
+749.7%
+345.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | +7.4% | -3.6% | +11.0% | +8.7% |
| 30D | -7.9% | +1.4% | -9.3% | -8.5% |
| 3M | -12.0% | -0.2% | -11.8% | -12.7% |
| 6M | -2.0% | -7.3% | +5.4% | -0.8% |
| YTD | +20.4% | +12.3% | +8.0% | +12.8% |
| 1Y | +24.5% | +24.9% | -0.4% | +12.4% |
| 3Y | +224.4% | +210.4% | +14.0% | +109.6% |
| 5Y | +97.6% | +210.4% | -112.7% | +25.0% |
| All | +1,095.1% | +749.7% | +345.4% | +599.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling