-36.4%
AAL vs UEC
+41.6%
-78.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +10.1% | -2.7% | +5.8% |
| 7D | +8.3% | +1.5% | +6.8% | +7.9% |
| 30D | +11.0% | -17.1% | +28.1% | +14.0% |
| 3M | -11.2% | -32.3% | +21.2% | -6.3% |
| 6M | +6.1% | -49.7% | +55.8% | +15.5% |
| YTD | -7.6% | -34.8% | +27.1% | -4.9% |
| 1Y | +3.7% | -37.5% | +41.3% | +6.7% |
| 3Y | +20.5% | +37.1% | -16.5% | +0.2% |
| 5Y | -36.4% | +44.3% | -80.7% | -53.3% |
| All | -36.4% | +41.6% | -78.0% | -53.3% |
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