+1,928.4%
WDC vs UPRO
+13,348.2%
-11,419.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.9% | +4.4% | +6.3% |
| 7D | -3.2% | -3.8% | +0.5% | -0.5% |
| 30D | -19.0% | -8.9% | -10.2% | -14.2% |
| 3M | -28.4% | -7.4% | -21.0% | -25.1% |
| 6M | -39.2% | +1.6% | -40.8% | -38.7% |
| YTD | +82.1% | +23.2% | +58.9% | +68.1% |
| 1Y | +84.7% | +21.2% | +63.4% | +72.5% |
| 3Y | +825.6% | +230.8% | +594.8% | +415.9% |
| 5Y | +608.2% | +106.7% | +501.5% | +349.9% |
| 10Y | +695.1% | +1,125.0% | -429.9% | +80.7% |
| All | +1,928.4% | +13,348.2% | -11,419.8% | +35.7% |
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