+13,342.5%
UPRO vs WWD
+1,947.7%
+11,394.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -2.2% |
| 7D | +0.1% | +1.3% | -1.2% | -1.1% |
| 30D | -0.9% | -7.2% | +6.3% | +5.9% |
| 3M | +1.9% | -3.8% | +5.8% | +3.0% |
| 6M | +33.1% | -9.9% | +43.0% | +41.5% |
| YTD | +31.8% | +14.8% | +17.0% | +7.8% |
| 1Y | +48.3% | +42.1% | +6.2% | -3.9% |
| 3Y | +221.5% | +170.8% | +50.7% | +7.3% |
| 5Y | +136.7% | +197.5% | -60.8% | -27.2% |
| 10Y | +1,179.2% | +477.8% | +701.4% | +97.8% |
| All | +13,342.5% | +1,947.7% | +11,394.8% | +502.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling