+1,772.3%
WDC vs UPRO
+12,842.4%
-11,070.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | -16.7% | -2.9% | -13.9% | -15.1% |
| 30D | -27.2% | -12.4% | -14.8% | -21.4% |
| 3M | -34.0% | -11.9% | -22.1% | -29.3% |
| 6M | -39.7% | -1.7% | -38.1% | -38.2% |
| YTD | +68.1% | +18.5% | +49.5% | +58.1% |
| 1Y | +66.3% | +17.5% | +48.8% | +57.7% |
| 3Y | +754.4% | +218.4% | +536.1% | +385.2% |
| 5Y | +595.8% | +99.1% | +496.7% | +350.1% |
| 10Y | +660.4% | +1,071.1% | -410.7% | +76.6% |
| All | +1,772.3% | +12,842.4% | -11,070.1% | +27.6% |
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