+122.4%
WMB vs UPRO
+230.4%
-108.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | +8.1% | +9.7% | -1.6% | +6.4% |
| 30D | -6.9% | -9.8% | +2.9% | -5.5% |
| 3M | -5.1% | -9.1% | +4.0% | -3.9% |
| 6M | -5.7% | +0.9% | -6.6% | -6.6% |
| YTD | +18.1% | +21.9% | -3.8% | +12.4% |
| 1Y | +18.4% | +19.8% | -1.4% | +13.0% |
| All | +122.4% | +230.4% | -108.0% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling