+29.8%
UPRO vs WU
-18.0%
+47.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.6% | +4.1% |
| 7D | -2.6% | +8.2% | -10.8% | -3.7% |
| 30D | -4.3% | +8.0% | -12.3% | -5.5% |
| 3M | -4.3% | -6.6% | +2.4% | -3.5% |
| 6M | +14.7% | -23.3% | +38.0% | +18.2% |
| YTD | +28.0% | -22.4% | +50.4% | +31.5% |
| 1Y | +29.8% | -18.0% | +47.8% | +32.3% |
| All | +29.8% | -18.0% | +47.8% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling