+224.4%
UPRO vs AEE
+65.0%
+159.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | +7.4% | +1.7% | +5.7% | +7.0% |
| 30D | -7.9% | +9.7% | -17.6% | -10.1% |
| 3M | -12.0% | +5.9% | -17.9% | -13.3% |
| 6M | -2.0% | +6.7% | -8.7% | -4.3% |
| YTD | +20.4% | +17.4% | +3.0% | +12.8% |
| 1Y | +24.5% | +12.7% | +11.8% | +18.7% |
| 3Y | +224.4% | +68.2% | +156.1% | +171.8% |
| All | +224.4% | +65.0% | +159.4% | +171.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling