+12,127.5%
UPRO vs WU
-4.4%
+12,131.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.2% | +7.2% |
| 7D | -0.9% | +9.1% | -9.9% | -10.0% |
| 30D | -11.4% | +12.1% | -23.5% | -22.1% |
| 3M | -10.9% | +0.3% | -11.2% | -13.8% |
| 6M | -0.5% | -19.1% | +18.6% | +11.9% |
| YTD | +19.9% | -19.2% | +39.1% | +32.4% |
| 1Y | +24.2% | -15.3% | +39.5% | +29.5% |
| 3Y | +236.9% | -21.3% | +258.3% | +254.2% |
| 5Y | +96.6% | -41.7% | +138.2% | +179.8% |
| 10Y | +1,091.6% | -36.0% | +1,127.6% | +1,594.1% |
| All | +12,127.5% | -4.4% | +12,131.9% | +11,264.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling