+136.0%
UPRO vs UEC
+278.7%
-142.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.6% |
| 7D | +1.5% | +2.6% | -1.1% | +0.7% |
| 30D | -3.7% | +5.6% | -9.3% | -5.9% |
| 3M | +8.0% | -5.7% | +13.7% | +7.9% |
| 6M | +38.7% | -8.0% | +46.7% | +37.3% |
| YTD | +29.5% | +1.8% | +27.8% | +21.9% |
| 1Y | +46.1% | +0.6% | +45.5% | +33.4% |
| 3Y | +229.1% | +155.2% | +73.9% | +96.4% |
| 5Y | +136.0% | +305.8% | -169.8% | +17.2% |
| All | +136.0% | +278.7% | -142.7% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling