+12,463.5%
UPRO vs UEC
+164.8%
+12,298.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.7% |
| 7D | -3.8% | +0.6% | -4.3% | -3.8% |
| 30D | -8.9% | -18.1% | +9.3% | -3.6% |
| 3M | -7.4% | -36.9% | +29.5% | +4.4% |
| 6M | +1.6% | -56.1% | +57.7% | +25.0% |
| YTD | +23.2% | -38.1% | +61.3% | +33.7% |
| 1Y | +21.2% | -41.7% | +62.9% | +32.8% |
| 3Y | +230.8% | +28.2% | +202.6% | +159.0% |
| 5Y | +106.7% | +31.7% | +75.0% | +45.7% |
| 10Y | +1,125.0% | +685.9% | +439.1% | +294.5% |
| All | +12,463.5% | +164.8% | +12,298.7% | +3,356.7% |
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