-6.8%
AA vs UEC
+41.6%
-48.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +10.1% | -4.3% | +2.8% |
| 7D | +4.8% | +1.5% | +3.3% | +4.2% |
| 30D | -0.6% | -17.1% | +16.4% | +4.4% |
| 3M | -16.3% | -32.3% | +16.1% | -7.2% |
| 6M | -33.4% | -49.7% | +16.3% | -20.9% |
| YTD | -20.7% | -34.8% | +14.1% | -14.5% |
| 1Y | +12.9% | -37.5% | +50.5% | +22.5% |
| 3Y | +75.7% | +37.1% | +38.7% | +34.1% |
| 5Y | -6.8% | +44.3% | -51.1% | -29.1% |
| All | -6.8% | +41.6% | -48.4% | -29.1% |
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