+1,354.7%
WELL vs UPRO
+14,289.1%
-12,934.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.7% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.1% | -0.9% | +0.8% | +0.1% |
| 3M | +18.0% | +1.9% | +16.1% | +16.3% |
| 6M | +15.0% | +33.1% | -18.1% | +4.5% |
| YTD | +28.6% | +31.8% | -3.2% | +16.8% |
| 1Y | +42.9% | +48.3% | -5.4% | +24.8% |
| 3Y | +203.0% | +221.5% | -18.5% | +97.5% |
| 5Y | +206.9% | +136.7% | +70.1% | +101.2% |
| 10Y | +339.5% | +1,179.2% | -839.7% | +52.1% |
| All | +1,354.7% | +14,289.1% | -12,934.4% | +85.9% |
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 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