-65.1%
AAL vs UEC
+908.7%
-973.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.7% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | -13.7% | +1.9% | -15.7% | -14.3% |
| 3M | -8.2% | +8.9% | -17.1% | -10.2% |
| 6M | +13.1% | -14.5% | +27.6% | +13.5% |
| YTD | -15.6% | -0.7% | -14.9% | -18.5% |
| 1Y | +1.4% | -4.1% | +5.5% | -3.4% |
| 3Y | -7.4% | +148.9% | -156.4% | -31.2% |
| 5Y | -35.9% | +300.0% | -335.9% | -60.9% |
| 10Y | -65.1% | +994.3% | -1,059.5% | -86.0% |
| All | -65.1% | +908.7% | -973.8% | -86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling