+97.5%
UPRO vs WY
-31.4%
+128.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.9% |
| 7D | +7.4% | -0.8% | +8.2% | +8.2% |
| 30D | -7.9% | +10.1% | -18.0% | -17.4% |
| 3M | -12.0% | -15.4% | +3.4% | +2.1% |
| 6M | -2.0% | -8.3% | +6.3% | +2.1% |
| YTD | +20.4% | -9.8% | +30.2% | +24.3% |
| 1Y | +24.5% | -3.9% | +28.4% | +18.4% |
| 3Y | +224.4% | -23.3% | +247.7% | +275.4% |
| All | +97.5% | -31.4% | +128.9% | +206.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling