+99.1%
UPRO vs AEE
+57.9%
+41.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -2.9% | +3.0% | -5.9% | -4.9% |
| 30D | -12.4% | +11.2% | -23.7% | -19.3% |
| 3M | -11.9% | +7.0% | -18.9% | -16.4% |
| 6M | -1.7% | +5.7% | -7.4% | -7.3% |
| YTD | +18.5% | +16.2% | +2.3% | +1.8% |
| 1Y | +17.5% | +12.0% | +5.4% | +4.1% |
| 3Y | +218.4% | +63.4% | +155.0% | +88.4% |
| 5Y | +99.1% | +56.0% | +43.1% | +31.2% |
| All | +99.1% | +57.9% | +41.3% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling