-42.5%
ACI vs UEC
+39.8%
-82.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.4% |
| 7D | -5.3% | +0.6% | -5.9% | -5.3% |
| 30D | +5.0% | -18.1% | +23.2% | +5.5% |
| 3M | +7.5% | -36.9% | +44.4% | +8.6% |
| 6M | -16.0% | -56.1% | +40.1% | -14.3% |
| YTD | -20.6% | -38.1% | +17.5% | -20.6% |
| 1Y | -23.5% | -41.7% | +18.2% | -23.4% |
| 3Y | -32.1% | +28.2% | -60.3% | -36.2% |
| 5Y | -42.5% | +31.7% | -74.2% | -49.2% |
| All | -42.5% | +39.8% | -82.3% | -49.2% |
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 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