+12,127.5%
UPRO vs UEC
+179.1%
+11,948.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +10.1% | -3.2% | +4.0% |
| 7D | -0.9% | +1.5% | -2.3% | -1.2% |
| 30D | -11.4% | -17.1% | +5.6% | -6.7% |
| 3M | -10.9% | -32.3% | +21.4% | -1.4% |
| 6M | -0.5% | -49.7% | +49.2% | +17.6% |
| YTD | +19.9% | -34.8% | +54.6% | +28.2% |
| 1Y | +24.2% | -37.5% | +61.7% | +33.4% |
| 3Y | +236.9% | +37.1% | +199.9% | +158.8% |
| 5Y | +96.6% | +44.3% | +52.2% | +35.0% |
| 10Y | +1,091.6% | +737.4% | +354.2% | +276.6% |
| All | +12,127.5% | +179.1% | +11,948.4% | +3,214.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling