+13,342.5%
UPRO vs WY
+269.5%
+13,073.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.1% |
| 7D | +0.1% | -1.7% | +1.8% | +2.0% |
| 30D | -0.9% | -10.1% | +9.2% | +11.3% |
| 3M | +1.9% | -5.1% | +7.1% | +5.6% |
| 6M | +33.1% | -4.8% | +37.9% | +36.1% |
| YTD | +31.8% | -0.2% | +32.0% | +25.3% |
| 1Y | +48.3% | -6.6% | +54.9% | +49.6% |
| 3Y | +221.5% | -22.7% | +244.2% | +292.0% |
| 5Y | +136.7% | -22.2% | +159.0% | +207.1% |
| 10Y | +1,179.2% | +7.3% | +1,171.9% | +1,094.4% |
| All | +13,342.5% | +269.5% | +13,073.0% | +3,006.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling