+490.3%
ABBV vs UEC
+994.3%
-504.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | -4.1% | -0.2% | -4.0% | -4.1% |
| 30D | +1.2% | +1.9% | -0.7% | +1.0% |
| 3M | +12.1% | +8.9% | +3.2% | +11.4% |
| 6M | +12.0% | -14.5% | +26.5% | +12.0% |
| YTD | +12.4% | -0.7% | +13.1% | +11.2% |
| 1Y | +22.9% | -4.1% | +27.0% | +21.2% |
| 3Y | +86.8% | +148.9% | -62.2% | +71.2% |
| 5Y | +181.0% | +300.0% | -119.0% | +139.3% |
| All | +490.3% | +994.3% | -504.1% | +325.3% |
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