+326.4%
WM vs UPRO
+1,064.0%
-737.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +1.2% | -2.9% | +4.0% | +1.4% |
| 30D | +13.7% | -12.4% | +26.1% | +15.9% |
| 3M | +5.2% | -11.9% | +17.1% | +7.0% |
| 6M | +11.2% | -1.7% | +12.8% | +10.1% |
| YTD | +9.4% | +18.5% | -9.1% | +3.8% |
| 1Y | +20.4% | +17.5% | +2.9% | +14.2% |
| 3Y | +44.7% | +218.4% | -173.7% | +6.5% |
| 5Y | +58.5% | +99.1% | -40.6% | +21.3% |
| 10Y | +326.4% | +1,071.1% | -744.7% | +92.7% |
| All | +326.4% | +1,064.0% | -737.6% | +92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling