+12,127.5%
UPRO vs WPM
+1,969.8%
+10,157.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.6% | +1.4% | +5.1% |
| 7D | -0.9% | +20.8% | -21.7% | -7.1% |
| 30D | -11.4% | +3.8% | -15.3% | -12.7% |
| 3M | -10.9% | +7.4% | -18.3% | -13.7% |
| 6M | -0.5% | +4.0% | -4.5% | -3.0% |
| YTD | +19.9% | +23.0% | -3.1% | +9.0% |
| 1Y | +24.2% | +45.9% | -21.7% | +6.6% |
| 3Y | +236.9% | +242.9% | -6.0% | +111.6% |
| 5Y | +96.6% | +259.5% | -163.0% | +20.4% |
| 10Y | +1,091.6% | +577.7% | +513.9% | +459.6% |
| All | +12,127.5% | +1,969.8% | +10,157.7% | +2,316.1% |
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