+381.1%
AEM vs UPRO
+14,289.1%
-13,908.0%
-74.0%
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 | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +24.0% | -0.9% | +24.9% | +24.2% |
| 3M | +16.1% | +1.9% | +14.2% | +15.7% |
| 6M | -11.6% | +33.1% | -44.7% | -15.2% |
| YTD | +21.5% | +31.8% | -10.2% | +16.7% |
| 1Y | +39.2% | +48.3% | -9.1% | +31.3% |
| 3Y | +347.4% | +221.5% | +126.0% | +268.9% |
| 5Y | +290.1% | +136.7% | +153.4% | +221.3% |
| 10Y | +357.8% | +1,179.2% | -821.4% | +160.4% |
| All | +381.1% | +14,289.1% | -13,908.0% | +18.2% |
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