+236.9%
UPRO vs WPM
+246.6%
-9.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.6% | +1.4% | +5.0% |
| 7D | -0.9% | +20.8% | -21.7% | -7.4% |
| 30D | -11.4% | +3.8% | -15.3% | -12.8% |
| 3M | -10.9% | +7.4% | -18.3% | -13.9% |
| 6M | -0.5% | +4.0% | -4.5% | -3.5% |
| YTD | +19.9% | +23.0% | -3.1% | +8.2% |
| 1Y | +24.2% | +45.9% | -21.7% | +5.7% |
| 3Y | +236.9% | +242.9% | -6.0% | +96.3% |
| All | +236.9% | +246.6% | -9.6% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling