+148.4%
WEC vs UPRO
+1,162.5%
-1,014.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | +0.4% | -1.3% | +1.7% | +0.6% |
| 30D | +0.9% | -5.0% | +5.9% | +1.6% |
| 3M | -5.3% | +7.5% | -12.8% | -6.7% |
| 6M | -6.6% | +33.2% | -39.8% | -11.2% |
| YTD | +3.3% | +27.7% | -24.5% | -1.5% |
| 1Y | +2.1% | +43.0% | -41.0% | -4.7% |
| 3Y | +39.6% | +224.4% | -184.9% | +8.9% |
| 5Y | +31.2% | +135.9% | -104.7% | +2.4% |
| 10Y | +148.4% | +1,232.5% | -1,084.1% | +20.8% |
| All | +148.4% | +1,162.5% | -1,014.1% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling