+8.5%
AEP vs UPRO
+22.8%
-14.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | +1.1% |
| 7D | +0.7% | -3.8% | +4.5% | +0.6% |
| 30D | +4.8% | -8.9% | +13.7% | +4.6% |
| 3M | +5.4% | -7.4% | +12.8% | +5.1% |
| 6M | +0.4% | +1.6% | -1.2% | +0.5% |
| YTD | +15.5% | +23.2% | -7.7% | +14.5% |
| 1Y | +8.5% | +21.2% | -12.7% | +7.6% |
| All | +8.5% | +22.8% | -14.3% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling