+1,776.1%
WDC vs UPRO
+12,988.5%
-11,212.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +7.0% | +2.9% | +6.3% |
| 7D | -14.4% | -0.9% | -13.5% | -13.6% |
| 30D | -27.1% | -11.4% | -15.6% | -21.7% |
| 3M | -33.3% | -10.9% | -22.4% | -28.8% |
| 6M | -39.6% | -0.5% | -39.0% | -38.4% |
| YTD | +68.4% | +19.9% | +48.5% | +57.5% |
| 1Y | +78.2% | +24.2% | +54.0% | +64.5% |
| 3Y | +772.0% | +236.9% | +535.1% | +381.6% |
| 5Y | +584.9% | +96.6% | +488.3% | +345.7% |
| 10Y | +653.4% | +1,091.6% | -438.2% | +73.5% |
| All | +1,776.1% | +12,988.5% | -11,212.5% | +27.1% |
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