+484.5%
WFC vs UPRO
+14,289.1%
-13,804.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | +1.5% | -0.9% | +2.4% | +1.7% |
| 3M | +10.9% | +1.9% | +8.9% | +8.9% |
| 6M | +8.4% | +33.1% | -24.7% | -5.3% |
| YTD | -1.9% | +31.8% | -33.7% | -14.0% |
| 1Y | +12.3% | +48.3% | -35.9% | -6.7% |
| 3Y | +132.3% | +221.5% | -89.1% | +31.4% |
| 5Y | +130.1% | +136.7% | -6.7% | +33.6% |
| 10Y | +134.4% | +1,179.2% | -1,044.8% | -47.7% |
| All | +484.5% | +14,289.1% | -13,804.6% | -66.7% |
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