+1,217.4%
WM vs UPRO
+12,035.6%
-10,818.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -13.2% | +14.3% | +3.9% |
| 7D | +4.5% | -14.4% | +18.9% | +7.5% |
| 30D | +16.1% | -18.2% | +34.3% | +20.4% |
| 3M | +8.0% | -16.4% | +24.4% | +11.3% |
| 6M | +8.4% | -2.6% | +11.1% | +7.3% |
| YTD | +11.2% | +11.1% | +0.1% | +6.2% |
| 1Y | +22.3% | +11.8% | +10.6% | +16.4% |
| 3Y | +50.2% | +209.9% | -159.7% | +8.0% |
| 5Y | +63.3% | +80.9% | -17.6% | +23.9% |
| 10Y | +355.0% | +1,134.2% | -779.2% | +81.9% |
| All | +1,217.4% | +12,035.6% | -10,818.2% | +149.3% |
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