+1,125.0%
UPRO vs WU
-37.2%
+1,162.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.0% | +6.9% | +6.5% |
| 7D | -3.8% | +2.1% | -5.9% | -7.0% |
| 30D | -8.9% | +10.1% | -19.0% | -18.1% |
| 3M | -7.4% | -1.1% | -6.3% | -9.2% |
| 6M | +1.6% | -19.8% | +21.3% | +14.8% |
| YTD | +23.2% | -20.8% | +43.9% | +38.1% |
| 1Y | +21.2% | -15.1% | +36.4% | +25.9% |
| 3Y | +230.8% | -23.2% | +254.0% | +253.7% |
| 5Y | +106.7% | -42.6% | +149.3% | +202.4% |
| 10Y | +1,125.0% | -38.9% | +1,163.9% | +1,688.9% |
| All | +1,125.0% | -37.2% | +1,162.2% | +1,688.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling