+54.5%
WEC vs UPRO
+81.0%
-26.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -0.2% | -8.7% | +8.5% | +0.5% |
| 30D | +12.3% | -16.9% | +29.2% | +13.9% |
| 3M | +8.3% | -15.3% | +23.5% | +9.5% |
| 6M | +3.5% | -5.7% | +9.2% | +3.4% |
| YTD | +12.7% | +12.1% | +0.6% | +10.5% |
| 1Y | +8.2% | +16.4% | -8.3% | +5.5% |
| 3Y | +55.9% | +210.5% | -154.7% | +30.2% |
| All | +54.5% | +81.0% | -26.5% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling