+827.6%
WMT vs UPRO
+14,289.1%
-13,461.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +3.9% | +0.1% | +3.9% | +3.9% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | -8.8% | +1.9% | -10.7% | -9.5% |
| 6M | -15.6% | +33.1% | -48.7% | -20.2% |
| YTD | -3.2% | +31.8% | -35.0% | -8.4% |
| 1Y | +7.0% | +48.3% | -41.2% | -1.1% |
| 3Y | +105.3% | +221.5% | -116.2% | +61.5% |
| 5Y | +129.3% | +136.7% | -7.5% | +80.5% |
| 10Y | +423.9% | +1,179.2% | -755.2% | +177.0% |
| All | +827.6% | +14,289.1% | -13,461.5% | +236.9% |
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