+13,342.5%
UPRO vs WU
-3.4%
+13,345.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.8% |
| 30D | -0.9% | -1.1% | +0.2% | -0.2% |
| 3M | +1.9% | -3.9% | +5.8% | -0.4% |
| 6M | +33.1% | -20.7% | +53.8% | +55.5% |
| YTD | +31.8% | -18.4% | +50.1% | +47.9% |
| 1Y | +48.3% | -8.1% | +56.3% | +42.7% |
| 3Y | +221.5% | -24.2% | +245.6% | +257.7% |
| 5Y | +136.7% | -50.4% | +187.2% | +312.4% |
| 10Y | +1,179.2% | -40.0% | +1,219.2% | +1,901.7% |
| All | +13,342.5% | -3.4% | +13,345.9% | +12,598.1% |
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