+162.9%
WBD vs UPRO
+14,289.1%
-14,126.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +8.8% | -0.9% | +9.7% | +9.0% |
| 3M | +4.6% | +1.9% | +2.7% | +3.0% |
| 6M | +1.1% | +33.1% | -32.0% | -10.5% |
| YTD | -2.0% | +31.8% | -33.8% | -13.2% |
| 1Y | +140.0% | +48.3% | +91.7% | +102.6% |
| 3Y | +144.4% | +221.5% | -77.1% | +52.3% |
| 5Y | -0.2% | +136.7% | -137.0% | -34.8% |
| 10Y | +9.1% | +1,179.2% | -1,170.1% | -67.7% |
| All | +162.9% | +14,289.1% | -14,126.2% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling