+1,054.7%
WMB vs UPRO
+12,137.2%
-11,082.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -13.8% | -8.7% | -5.1% | -11.3% |
| 30D | -10.3% | -16.9% | +6.6% | -4.6% |
| 3M | -10.1% | -15.3% | +5.2% | -5.3% |
| 6M | -11.8% | -5.7% | -6.1% | -11.8% |
| YTD | +8.9% | +12.1% | -3.1% | +0.8% |
| 1Y | +14.0% | +16.4% | -2.5% | +3.6% |
| 3Y | +100.5% | +210.5% | -110.0% | +15.6% |
| 5Y | +179.5% | +82.4% | +97.1% | +75.5% |
| 10Y | +272.7% | +1,144.5% | -871.8% | -27.6% |
| All | +1,054.7% | +12,137.2% | -11,082.5% | -39.2% |
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