+143.3%
AAPL vs UEC
+21.1%
+122.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.6% |
| 7D | +4.1% | -3.8% | +7.9% | +4.4% |
| 30D | +4.0% | -13.5% | +17.5% | +5.1% |
| 3M | +16.8% | -40.5% | +57.3% | +21.7% |
| 6M | +19.4% | -56.7% | +76.1% | +27.4% |
| YTD | +31.5% | -43.0% | +74.5% | +34.5% |
| 1Y | +31.0% | -42.5% | +73.5% | +33.3% |
| 3Y | +95.3% | +11.6% | +83.7% | +72.2% |
| All | +143.3% | +21.1% | +122.2% | +92.5% |
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 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