+1,254.4%
AAPL vs UEC
+939.6%
+314.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +4.1% |
| 7D | -0.5% | -4.3% | +3.8% | -0.1% |
| 30D | +7.1% | -3.8% | +10.9% | +7.2% |
| 3M | +12.1% | +17.0% | -4.9% | +9.4% |
| 6M | +25.4% | -23.9% | +49.3% | +27.1% |
| YTD | +20.5% | -5.7% | +26.1% | +18.0% |
| 1Y | +44.5% | -12.5% | +57.1% | +41.1% |
| 3Y | +85.8% | +136.5% | -50.7% | +52.7% |
| 5Y | +124.8% | +243.3% | -118.5% | +65.1% |
| All | +1,254.4% | +939.6% | +314.7% | +654.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling