+228.0%
WAB vs UPRO
+136.1%
+91.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | +1.7% | +1.5% | +0.2% | +1.1% |
| 30D | -2.4% | -3.7% | +1.3% | -1.2% |
| 3M | +9.7% | +8.0% | +1.7% | +6.3% |
| 6M | +16.5% | +38.7% | -22.1% | +3.0% |
| YTD | +33.7% | +29.5% | +4.2% | +20.7% |
| 1Y | +49.7% | +46.1% | +3.6% | +29.2% |
| 3Y | +170.9% | +229.1% | -58.2% | +70.5% |
| 5Y | +228.0% | +136.0% | +92.0% | +112.3% |
| All | +228.0% | +136.1% | +91.9% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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