+2,925.4%
WDC vs UPRO
+14,289.1%
-11,363.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.5% |
| 7D | +1.7% | +0.1% | +1.7% | +1.6% |
| 30D | -10.0% | -0.9% | -9.1% | -9.7% |
| 3M | -18.8% | +1.9% | -20.7% | -18.8% |
| 6M | +79.0% | +33.1% | +45.9% | +57.2% |
| YTD | +171.6% | +31.8% | +139.8% | +140.4% |
| 1Y | +417.4% | +48.3% | +369.1% | +333.9% |
| 3Y | +1,251.8% | +221.5% | +1,030.3% | +652.6% |
| 5Y | +911.7% | +136.7% | +774.9% | +493.9% |
| 10Y | +1,399.6% | +1,179.2% | +220.5% | +229.4% |
| All | +2,925.4% | +14,289.1% | -11,363.7% | +94.0% |
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