-70.4%
AAL vs UEC
+73.5%
-143.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +1.0% | +1.2% |
| 7D | -3.7% | -6.9% | +3.2% | -2.8% |
| 30D | -20.8% | +7.6% | -28.5% | -21.7% |
| 3M | -1.3% | -18.4% | +17.1% | +0.4% |
| 6M | +5.4% | -23.3% | +28.6% | +7.2% |
| YTD | -14.4% | -1.2% | -13.2% | -16.2% |
| 1Y | +2.1% | +2.3% | -0.2% | -2.0% |
| 3Y | -10.6% | +162.3% | -172.8% | -27.4% |
| 5Y | -32.2% | +287.2% | -319.5% | -50.8% |
| 10Y | -62.7% | +1,009.6% | -1,072.3% | -78.5% |
| All | -70.4% | +73.5% | -143.9% | -86.4% |
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