+177.7%
AEP vs UPRO
+1,162.5%
-984.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | +0.9% | -1.3% | +2.2% | +1.1% |
| 30D | +1.5% | -5.0% | +6.5% | +2.2% |
| 3M | -1.7% | +7.5% | -9.2% | -3.0% |
| 6M | -4.0% | +33.2% | -37.3% | -8.7% |
| YTD | +10.6% | +27.7% | -17.1% | +5.7% |
| 1Y | +18.6% | +43.0% | -24.4% | +11.0% |
| 3Y | +78.7% | +224.4% | -145.7% | +40.1% |
| 5Y | +65.1% | +135.9% | -70.8% | +29.5% |
| 10Y | +177.7% | +1,232.5% | -1,054.8% | +41.7% |
| All | +177.7% | +1,162.5% | -984.8% | +41.7% |
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 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