+616.7%
ADI vs UEC
+939.6%
-322.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.3% |
| 7D | +1.3% | -4.3% | +5.6% | +1.9% |
| 30D | -6.0% | -3.8% | -2.1% | -5.7% |
| 3M | -7.7% | +17.0% | -24.7% | -10.2% |
| 6M | +14.0% | -23.9% | +37.9% | +16.5% |
| YTD | +34.4% | -5.7% | +40.0% | +32.1% |
| 1Y | +48.0% | -12.5% | +60.5% | +44.8% |
| 3Y | +113.3% | +136.5% | -23.2% | +70.7% |
| 5Y | +131.1% | +243.3% | -112.2% | +61.2% |
| All | +616.7% | +939.6% | -322.9% | +256.5% |
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