+460.5%
WFC vs UPRO
+12,842.4%
-12,381.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | +0.9% | -2.9% | +3.7% | +1.6% |
| 30D | +3.3% | -12.4% | +15.7% | +8.1% |
| 3M | -1.4% | -11.9% | +10.4% | +2.7% |
| 6M | +14.7% | -1.7% | +16.4% | +13.2% |
| YTD | -5.9% | +18.5% | -24.5% | -14.7% |
| 1Y | +1.8% | +17.5% | -15.6% | -7.6% |
| 3Y | +124.9% | +218.4% | -93.5% | +27.1% |
| 5Y | +92.7% | +99.1% | -6.4% | +19.6% |
| 10Y | +118.2% | +1,071.1% | -952.9% | -49.8% |
| All | +460.5% | +12,842.4% | -12,381.9% | -66.9% |
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