+1,155.8%
UPRO vs WY
+7.2%
+1,148.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.8% | +1.1% |
| 7D | -6.0% | -3.7% | -2.3% | -2.1% |
| 30D | -5.8% | -11.3% | +5.5% | +6.9% |
| 3M | +10.8% | -8.1% | +19.0% | +18.8% |
| 6M | +31.6% | -7.4% | +39.0% | +38.6% |
| YTD | +25.4% | -4.7% | +30.1% | +25.5% |
| 1Y | +39.2% | -9.2% | +48.4% | +45.1% |
| 3Y | +218.5% | -24.7% | +243.2% | +298.6% |
| 5Y | +137.1% | -21.6% | +158.6% | +204.4% |
| All | +1,155.8% | +7.2% | +1,148.6% | +1,183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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