+139.2%
UPRO vs WWD
+198.3%
-59.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -2.1% |
| 7D | +0.1% | +1.3% | -1.2% | -1.0% |
| 30D | -0.9% | -7.2% | +6.3% | +5.1% |
| 3M | +1.9% | -3.8% | +5.8% | +2.7% |
| 6M | +33.1% | -9.9% | +43.0% | +40.7% |
| YTD | +31.8% | +14.8% | +17.0% | +8.9% |
| 1Y | +48.3% | +42.1% | +6.2% | -2.6% |
| 3Y | +221.5% | +170.8% | +50.7% | +5.1% |
| All | +139.2% | +198.3% | -59.1% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling