+13,342.5%
UPRO vs AEIS
+3,225.8%
+10,116.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -2.9% |
| 7D | +0.1% | +3.0% | -2.9% | -2.0% |
| 30D | -0.9% | -14.6% | +13.8% | +8.9% |
| 3M | +1.9% | -12.4% | +14.4% | +4.9% |
| 6M | +33.1% | -15.0% | +48.1% | +35.0% |
| YTD | +31.8% | +34.3% | -2.5% | -6.4% |
| 1Y | +48.3% | +87.4% | -39.1% | -19.4% |
| 3Y | +221.5% | +139.8% | +81.7% | +43.0% |
| 5Y | +136.7% | +220.7% | -84.0% | -10.8% |
| 10Y | +1,179.2% | +531.6% | +647.6% | +197.6% |
| All | +13,342.5% | +3,225.8% | +10,116.7% | +963.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling