-9.4%
ABT vs UEC
+289.3%
-298.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | -0.2% |
| 7D | -4.7% | -0.2% | -4.6% | -4.7% |
| 30D | -3.1% | +1.9% | -5.1% | -3.3% |
| 3M | +16.1% | +8.9% | +7.2% | +15.6% |
| 6M | -5.3% | -14.5% | +9.1% | -5.3% |
| YTD | -14.4% | -0.7% | -13.8% | -15.4% |
| 1Y | -18.4% | -4.1% | -14.4% | -19.7% |
| 3Y | +11.2% | +148.9% | -137.7% | +0.1% |
| 5Y | -9.4% | +300.0% | -309.4% | -23.1% |
| All | -9.4% | +289.3% | -298.6% | -23.1% |
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