+1,071.1%
UPRO vs UEC
+696.7%
+374.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.8% | +0.7% |
| 7D | -2.9% | -5.2% | +2.3% | -1.2% |
| 30D | -12.4% | -22.0% | +9.6% | -5.6% |
| 3M | -11.9% | -37.0% | +25.1% | +0.5% |
| 6M | -1.7% | -52.7% | +51.0% | +20.2% |
| YTD | +18.5% | -38.6% | +57.2% | +29.5% |
| 1Y | +17.5% | -44.6% | +62.1% | +31.4% |
| 3Y | +218.4% | +27.1% | +191.2% | +139.3% |
| 5Y | +99.1% | +37.9% | +61.2% | +29.3% |
| 10Y | +1,071.1% | +631.6% | +439.5% | +209.5% |
| All | +1,071.1% | +696.7% | +374.4% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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