+1,232.5%
UPRO vs WWD
+479.8%
+752.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -1.3% | +0.6% | -1.9% | -1.9% |
| 30D | -5.0% | -5.1% | +0.1% | -0.8% |
| 3M | +7.5% | -11.2% | +18.7% | +17.1% |
| 6M | +33.2% | -12.0% | +45.3% | +44.4% |
| YTD | +27.7% | +12.0% | +15.7% | +7.9% |
| 1Y | +43.0% | +42.8% | +0.2% | -6.1% |
| 3Y | +224.4% | +168.9% | +55.5% | +13.4% |
| 5Y | +135.9% | +192.2% | -56.3% | -23.3% |
| 10Y | +1,232.5% | +495.3% | +737.2% | +151.1% |
| All | +1,232.5% | +479.8% | +752.7% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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