-43.8%
ACHR vs UEC
+289.3%
-333.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.4% | -3.2% | -4.8% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | -12.1% | +1.9% | -14.1% | -13.1% |
| 3M | +3.4% | +8.9% | -5.5% | +0.2% |
| 6M | -15.6% | -14.5% | -1.2% | -13.0% |
| YTD | -26.9% | -0.7% | -26.2% | -28.1% |
| 1Y | -34.8% | -4.1% | -30.7% | -36.1% |
| 3Y | -19.2% | +148.9% | -168.2% | -45.2% |
| 5Y | -43.8% | +300.0% | -343.8% | -68.6% |
| All | -43.8% | +289.3% | -333.0% | -68.6% |
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