+151.2%
ADI vs UEC
+28.2%
+123.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.9% |
| 7D | +0.7% | +0.6% | +0.1% | +0.7% |
| 30D | +0.7% | -18.1% | +18.8% | +3.4% |
| 3M | +6.5% | -36.9% | +43.4% | +12.8% |
| 6M | -2.7% | -56.1% | +53.4% | +6.7% |
| YTD | +52.2% | -38.1% | +90.3% | +58.4% |
| 1Y | +77.5% | -41.7% | +119.1% | +85.1% |
| All | +151.2% | +28.2% | +123.0% | +113.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling