+13,342.5%
UPRO vs WPM
+2,128.6%
+11,213.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | -0.9% | +26.4% | -27.2% | -8.8% |
| 3M | +1.9% | +20.8% | -18.9% | -5.0% |
| 6M | +33.1% | +1.1% | +32.0% | +31.1% |
| YTD | +31.8% | +32.5% | -0.7% | +17.3% |
| 1Y | +48.3% | +51.5% | -3.2% | +25.2% |
| 3Y | +221.5% | +267.0% | -45.5% | +97.5% |
| 5Y | +136.7% | +250.1% | -113.4% | +46.1% |
| 10Y | +1,179.2% | +540.4% | +638.8% | +512.8% |
| All | +13,342.5% | +2,128.6% | +11,213.9% | +2,500.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling