+1,186.4%
UPRO vs AEE
+191.1%
+995.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.5% |
| 7D | -2.5% | -0.8% | -1.8% | -1.7% |
| 30D | -4.2% | -2.9% | -1.3% | -1.3% |
| 3M | +8.1% | -2.4% | +10.5% | +9.2% |
| 6M | +35.2% | -2.7% | +37.9% | +35.7% |
| YTD | +28.4% | +7.3% | +21.2% | +14.4% |
| 1Y | +39.3% | +7.5% | +31.7% | +22.7% |
| 3Y | +219.9% | +46.2% | +173.7% | +86.4% |
| 5Y | +142.8% | +39.7% | +103.1% | +53.3% |
| All | +1,186.4% | +191.1% | +995.3% | +470.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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