+1,095.1%
UPRO vs AEIS
+332.3%
+762.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.7% | +1.7% |
| 7D | +7.4% | +11.5% | -4.1% | -1.1% |
| 30D | -7.9% | -15.8% | +7.9% | +1.5% |
| 3M | -12.0% | -33.3% | +21.3% | +12.0% |
| 6M | -2.0% | -35.2% | +33.2% | +19.1% |
| YTD | +20.4% | +5.0% | +15.4% | -7.6% |
| 1Y | +24.5% | +8.5% | +16.0% | -7.2% |
| 3Y | +224.4% | +152.9% | +71.5% | +10.9% |
| 5Y | +97.6% | +144.6% | -47.0% | -28.4% |
| All | +1,095.1% | +332.3% | +762.7% | +154.1% |
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