-68.1%
AAL vs UEC
+14.6%
-82.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +10.1% | -2.7% | +6.1% |
| 7D | +8.3% | +1.5% | +6.8% | +8.0% |
| 30D | +11.0% | -17.1% | +28.1% | +13.5% |
| 3M | -11.2% | -32.3% | +21.2% | -7.1% |
| 6M | +6.1% | -49.7% | +55.8% | +14.0% |
| YTD | -7.6% | -34.8% | +27.1% | -5.1% |
| 1Y | +3.7% | -37.5% | +41.3% | +6.6% |
| 3Y | +20.5% | +37.1% | -16.5% | +6.4% |
| 5Y | -36.4% | +44.3% | -80.7% | -47.4% |
| 10Y | -65.4% | +737.4% | -802.8% | -79.3% |
| All | -68.1% | +14.6% | -82.7% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling