+99.4%
WMT vs UPRO
+218.6%
-119.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | 0.0% |
| 7D | -0.2% | -1.3% | +1.1% | -0.1% |
| 30D | -5.8% | -5.0% | -0.8% | -5.2% |
| 3M | -10.8% | +7.5% | -18.3% | -11.9% |
| 6M | -14.3% | +33.2% | -47.6% | -18.5% |
| YTD | -4.4% | +27.7% | -32.1% | -8.6% |
| 1Y | +4.3% | +43.0% | -38.7% | -2.7% |
| All | +99.4% | +218.6% | -119.2% | +57.7% |
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