+139.2%
UPRO vs WU
-50.7%
+189.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.6% |
| 7D | +0.1% | -0.8% | +0.9% | +0.5% |
| 30D | -0.9% | -1.1% | +0.2% | -0.4% |
| 3M | +1.9% | -3.9% | +5.8% | +0.8% |
| 6M | +33.1% | -20.7% | +53.8% | +49.6% |
| YTD | +31.8% | -18.4% | +50.1% | +44.1% |
| 1Y | +48.3% | -8.1% | +56.3% | +45.2% |
| 3Y | +221.5% | -24.2% | +245.6% | +252.8% |
| All | +139.2% | -50.7% | +189.9% | +269.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling