+19.1%
AA vs UEC
+278.7%
-259.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.0% | +0.5% | +2.7% |
| 7D | +1.7% | +2.6% | -0.9% | +0.9% |
| 30D | +3.3% | +5.6% | -2.3% | +1.4% |
| 3M | -29.4% | -5.7% | -23.7% | -29.3% |
| 6M | -12.8% | -8.0% | -4.8% | -13.4% |
| YTD | -2.1% | +1.8% | -3.9% | -6.5% |
| 1Y | +62.8% | +0.6% | +62.2% | +51.8% |
| 3Y | +90.5% | +155.2% | -64.7% | +22.2% |
| 5Y | +19.1% | +305.8% | -286.7% | -35.9% |
| All | +19.1% | +278.7% | -259.6% | -35.9% |
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 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