+29.8%
WELL vs UPRO
+19.8%
+9.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | +0.1% | +7.4% | -7.3% | +0.2% |
| 30D | +5.7% | -7.9% | +13.5% | +5.5% |
| 3M | +4.6% | -12.0% | +16.6% | +4.4% |
| 6M | +11.9% | -2.0% | +13.8% | +11.8% |
| YTD | +33.6% | +20.4% | +13.2% | +29.5% |
| 1Y | +29.8% | +24.5% | +5.3% | +25.9% |
| All | +29.8% | +19.8% | +9.9% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling