-66.0%
AAL vs UEC
+623.0%
-689.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +3.4% | +0.6% | +2.9% | +3.3% |
| 30D | +11.7% | -18.1% | +29.8% | +15.4% |
| 3M | -7.8% | -36.9% | +29.1% | -0.9% |
| 6M | +10.2% | -56.1% | +66.3% | +24.5% |
| YTD | -8.0% | -38.1% | +30.1% | -4.0% |
| 1Y | +8.5% | -41.7% | +50.2% | +13.6% |
| 3Y | +19.5% | +28.2% | -8.7% | 0.0% |
| 5Y | -33.9% | +31.7% | -65.6% | -50.1% |
| 10Y | -66.0% | +685.9% | -751.9% | -84.8% |
| All | -66.0% | +623.0% | -689.0% | -84.8% |
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