+330.3%
WM vs UPRO
+1,087.5%
-757.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +3.2% | +7.4% | -4.2% | +1.8% |
| 30D | +13.0% | -7.9% | +20.9% | +14.2% |
| 3M | +9.2% | -12.0% | +21.2% | +11.1% |
| 6M | +13.6% | -2.0% | +15.6% | +12.6% |
| YTD | +12.4% | +20.4% | -8.0% | +6.3% |
| 1Y | +21.2% | +24.5% | -3.3% | +13.7% |
| 3Y | +48.7% | +224.4% | -175.7% | +9.1% |
| 5Y | +61.9% | +97.6% | -35.7% | +24.3% |
| All | +330.3% | +1,087.5% | -757.1% | +92.0% |
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