+602.8%
ABBV vs UEC
+631.2%
-28.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.8% | +0.1% |
| 7D | +2.2% | +4.9% | -2.8% | +1.9% |
| 30D | +8.0% | -17.5% | +25.5% | +8.7% |
| 3M | +19.1% | -40.1% | +59.2% | +21.2% |
| 6M | +43.5% | -56.1% | +99.7% | +47.5% |
| YTD | +32.7% | -41.8% | +74.5% | +33.9% |
| 1Y | +30.0% | -44.8% | +74.8% | +31.3% |
| 3Y | +134.7% | +20.6% | +114.2% | +122.2% |
| 5Y | +200.7% | +24.3% | +176.3% | +175.0% |
| All | +602.8% | +631.2% | -28.4% | +422.2% |
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