+774.0%
AEP vs UPRO
+13,208.7%
-12,434.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +2.5% | +9.7% | -7.2% | +0.9% |
| 30D | +3.4% | -9.8% | +13.1% | +4.8% |
| 3M | +4.2% | -9.1% | +13.3% | +5.4% |
| 6M | -0.8% | +0.9% | -1.7% | -1.8% |
| YTD | +15.2% | +21.9% | -6.7% | +9.9% |
| 1Y | +8.3% | +19.8% | -11.5% | +3.4% |
| 3Y | +84.2% | +227.4% | -143.2% | +41.0% |
| 5Y | +87.8% | +100.1% | -12.3% | +48.9% |
| 10Y | +204.4% | +1,112.3% | -907.9% | +49.1% |
| All | +774.0% | +13,208.7% | -12,434.7% | +125.8% |
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