+1,110.0%
UPRO vs AEE
+219.0%
+891.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +9.7% | +0.6% | +9.0% | +9.0% |
| 30D | -9.8% | +8.8% | -18.6% | -17.9% |
| 3M | -9.1% | +5.1% | -14.2% | -14.3% |
| 6M | +0.9% | +5.2% | -4.3% | -6.9% |
| YTD | +21.9% | +16.1% | +5.8% | -0.9% |
| 1Y | +19.8% | +10.4% | +9.4% | +2.9% |
| 3Y | +227.4% | +63.1% | +164.2% | +67.3% |
| 5Y | +100.1% | +55.6% | +44.5% | +10.7% |
| All | +1,110.0% | +219.0% | +891.0% | +397.9% |
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