+337.0%
AEM vs UPRO
+13,348.2%
-13,011.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -3.0% |
| 7D | +1.4% | -3.8% | +5.1% | +1.7% |
| 30D | -1.2% | -8.9% | +7.7% | +0.1% |
| 3M | +2.5% | -7.4% | +10.0% | +3.6% |
| 6M | -5.1% | +1.6% | -6.6% | -5.4% |
| YTD | +10.4% | +23.2% | -12.8% | +6.9% |
| 1Y | +11.8% | +21.2% | -9.5% | +8.5% |
| 3Y | +315.6% | +230.8% | +84.8% | +241.8% |
| 5Y | +266.3% | +106.7% | +159.6% | +207.7% |
| 10Y | +427.4% | +1,125.0% | -697.7% | +201.3% |
| All | +337.0% | +13,348.2% | -13,011.2% | +8.3% |
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