+937.0%
AAOI vs UEC
+394.2%
+542.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | -3.0% |
| 7D | +2.9% | -4.3% | +7.2% | +4.1% |
| 30D | -23.1% | -3.8% | -19.3% | -22.7% |
| 3M | -41.0% | +17.0% | -58.0% | -43.1% |
| 6M | -14.3% | -23.9% | +9.6% | -8.4% |
| YTD | +196.3% | -5.7% | +202.0% | +202.5% |
| 1Y | +272.6% | -12.5% | +285.2% | +282.1% |
| 3Y | +775.3% | +136.5% | +638.9% | +604.0% |
| 5Y | +1,290.2% | +243.3% | +1,046.9% | +875.9% |
| 10Y | +426.2% | +939.6% | -513.4% | +161.0% |
| All | +937.0% | +394.2% | +542.9% | +387.5% |
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