+26.3%
ACI vs UEC
+1,154.3%
-1,128.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | +0.2% | -6.9% | +7.1% | +0.4% |
| 30D | +5.9% | +7.6% | -1.7% | +5.5% |
| 3M | -19.8% | -18.4% | -1.4% | -19.4% |
| 6M | -24.7% | -23.3% | -1.5% | -24.5% |
| YTD | -24.4% | -1.2% | -23.2% | -25.1% |
| 1Y | -31.5% | +2.3% | -33.8% | -32.6% |
| 3Y | -38.7% | +162.3% | -201.0% | -43.6% |
| 5Y | -42.8% | +287.2% | -330.1% | -49.1% |
| All | +26.3% | +1,154.3% | -1,128.0% | +13.0% |
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