+20.5%
AAL vs UEC
+37.5%
-17.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +10.1% | -2.7% | +6.2% |
| 7D | +8.3% | +1.5% | +6.8% | +7.9% |
| 30D | +11.0% | -17.1% | +28.1% | +13.2% |
| 3M | -11.2% | -32.3% | +21.2% | -7.5% |
| 6M | +6.1% | -49.7% | +55.8% | +12.8% |
| YTD | -7.6% | -34.8% | +27.1% | -5.5% |
| 1Y | +3.7% | -37.5% | +41.3% | +6.0% |
| 3Y | +20.5% | +37.1% | -16.5% | +8.1% |
| All | +20.5% | +37.5% | -17.0% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling