+24.5%
UPRO vs AEIS
+4.7%
+19.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.7% | +0.1% |
| 7D | +7.4% | +11.5% | -4.1% | +3.6% |
| 30D | -7.9% | -15.8% | +7.9% | -3.7% |
| 3M | -12.0% | -33.3% | +21.3% | -1.7% |
| 6M | -2.0% | -35.2% | +33.2% | +8.2% |
| YTD | +20.4% | +5.0% | +15.4% | +2.7% |
| 1Y | +24.5% | +8.5% | +16.0% | +3.2% |
| All | +24.5% | +4.7% | +19.8% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling