+1,078.9%
UPRO vs AEIS
+354.8%
+724.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.9% |
| 7D | -2.9% | -6.9% | +4.0% | +1.0% |
| 30D | -12.4% | -23.2% | +10.8% | +3.3% |
| 3M | -11.9% | -29.5% | +17.6% | +7.4% |
| 6M | -1.7% | -37.9% | +36.2% | +23.6% |
| YTD | +18.5% | +6.0% | +12.6% | -9.6% |
| 1Y | +17.5% | +1.2% | +16.3% | -7.1% |
| 3Y | +218.4% | +150.0% | +68.4% | +10.1% |
| 5Y | +99.1% | +141.9% | -42.7% | -27.2% |
| All | +1,078.9% | +354.8% | +724.2% | +148.9% |
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