-32.5%
AAL vs UEC
+278.7%
-311.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.1% |
| 7D | -0.3% | +2.6% | -2.9% | -0.7% |
| 30D | -19.0% | +5.6% | -24.6% | -19.9% |
| 3M | -5.1% | -5.7% | +0.6% | -5.2% |
| 6M | +15.5% | -8.0% | +23.5% | +14.5% |
| YTD | -15.8% | +1.8% | -17.6% | -18.5% |
| 1Y | -0.3% | +0.6% | -0.9% | -5.1% |
| 3Y | -7.7% | +155.2% | -162.8% | -29.1% |
| 5Y | -32.5% | +305.8% | -338.3% | -51.3% |
| All | -32.5% | +278.7% | -311.2% | -51.3% |
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