+1,232.5%
UPRO vs AEIS
+545.5%
+687.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.6% |
| 7D | -1.3% | +6.5% | -7.8% | -6.0% |
| 30D | -5.0% | -9.2% | +4.2% | +0.3% |
| 3M | +7.5% | -8.3% | +15.8% | +6.5% |
| 6M | +33.2% | -6.3% | +39.6% | +24.4% |
| YTD | +27.7% | +36.5% | -8.8% | -15.5% |
| 1Y | +43.0% | +84.8% | -41.7% | -28.7% |
| 3Y | +224.4% | +176.6% | +47.9% | +10.8% |
| 5Y | +135.9% | +237.1% | -101.2% | -29.7% |
| 10Y | +1,232.5% | +554.7% | +677.8% | +107.1% |
| All | +1,232.5% | +545.5% | +687.0% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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