-42.4%
ACI vs UEC
+278.7%
-321.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.0% | -6.3% | -3.4% |
| 7D | -2.6% | +2.6% | -5.2% | -2.7% |
| 30D | +1.1% | +5.6% | -4.5% | +0.8% |
| 3M | -23.6% | -5.7% | -17.9% | -23.7% |
| 6M | -29.9% | -8.0% | -21.9% | -30.2% |
| YTD | -26.9% | +1.8% | -28.7% | -27.7% |
| 1Y | -34.2% | +0.6% | -34.8% | -35.3% |
| 3Y | -43.6% | +155.2% | -198.8% | -48.5% |
| 5Y | -42.4% | +305.8% | -348.2% | -49.1% |
| All | -42.4% | +278.7% | -321.1% | -49.1% |
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