+620.2%
ADI vs UEC
+616.1%
+4.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -2.5% |
| 7D | +9.5% | -3.8% | +13.2% | +10.1% |
| 30D | -1.4% | -13.5% | +12.1% | +0.8% |
| 3M | +4.7% | -40.5% | +45.2% | +12.4% |
| 6M | -7.4% | -56.7% | +49.2% | +3.1% |
| YTD | +48.1% | -43.0% | +91.0% | +56.2% |
| 1Y | +69.6% | -42.5% | +112.2% | +78.0% |
| 3Y | +144.4% | +11.6% | +132.8% | +118.3% |
| 5Y | +134.1% | +21.8% | +112.4% | +90.8% |
| All | +620.2% | +616.1% | +4.1% | +286.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling