-42.7%
ACHR vs UEC
+530.6%
-573.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -0.9% |
| 7D | -0.7% | -6.9% | +6.2% | +1.3% |
| 30D | +9.8% | +7.6% | +2.2% | +7.2% |
| 3M | -10.5% | -18.4% | +7.9% | -5.7% |
| 6M | -15.5% | -23.3% | +7.7% | -10.7% |
| YTD | -24.1% | -1.2% | -22.9% | -24.7% |
| 1Y | -32.4% | +2.3% | -34.7% | -34.3% |
| 3Y | -11.6% | +162.3% | -173.9% | -34.7% |
| 5Y | -42.9% | +287.2% | -330.1% | -61.6% |
| All | -42.7% | +530.6% | -573.3% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling