+544.2%
WMT vs UPRO
+1,087.5%
-543.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.7% |
| 7D | +2.0% | +7.4% | -5.4% | +0.8% |
| 30D | +10.3% | -7.9% | +18.2% | +11.4% |
| 3M | +11.0% | -12.0% | +23.0% | +12.8% |
| 6M | -2.3% | -2.0% | -0.4% | -3.0% |
| YTD | +15.7% | +20.4% | -4.7% | +10.5% |
| 1Y | +26.0% | +24.5% | +1.5% | +19.4% |
| 3Y | +136.5% | +224.4% | -87.9% | +84.0% |
| 5Y | +176.8% | +97.6% | +79.2% | +122.8% |
| All | +544.2% | +1,087.5% | -543.2% | +238.5% |
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