+12,333.2%
UPRO vs AEE
+785.6%
+11,547.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +9.7% | +0.6% | +9.0% | +8.9% |
| 30D | -9.8% | +8.8% | -18.6% | -18.8% |
| 3M | -9.1% | +5.1% | -14.2% | -14.9% |
| 6M | +0.9% | +5.2% | -4.3% | -7.8% |
| YTD | +21.9% | +16.1% | +5.8% | -2.9% |
| 1Y | +19.8% | +10.4% | +9.4% | +1.3% |
| 3Y | +227.4% | +63.1% | +164.2% | +58.2% |
| 5Y | +100.1% | +55.6% | +44.5% | +4.6% |
| 10Y | +1,112.3% | +217.1% | +895.2% | +165.0% |
| All | +12,333.2% | +785.6% | +11,547.6% | +354.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling