+460.7%
WFC vs UPRO
+13,348.2%
-12,887.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -1.5% |
| 7D | -1.3% | -3.8% | +2.5% | -0.2% |
| 30D | +3.6% | -8.9% | +12.4% | +6.7% |
| 3M | -1.3% | -7.4% | +6.1% | +0.8% |
| 6M | +18.0% | +1.6% | +16.4% | +14.9% |
| YTD | -5.9% | +23.2% | -29.0% | -16.0% |
| 1Y | +1.8% | +21.2% | -19.5% | -8.8% |
| 3Y | +125.0% | +230.8% | -105.8% | +25.2% |
| 5Y | +92.0% | +106.7% | -14.7% | +17.3% |
| 10Y | +117.9% | +1,125.0% | -1,007.1% | -50.8% |
| All | +460.7% | +13,348.2% | -12,887.5% | -67.4% |
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