+135.1%
ADI vs UEC
+289.3%
-154.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +0.8% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | -4.6% | +1.9% | -6.6% | -5.1% |
| 3M | -9.5% | +8.9% | -18.4% | -11.0% |
| 6M | +14.8% | -14.5% | +29.3% | +15.4% |
| YTD | +35.8% | -0.7% | +36.5% | +32.7% |
| 1Y | +48.9% | -4.1% | +53.0% | +44.1% |
| 3Y | +115.6% | +148.9% | -33.4% | +72.0% |
| 5Y | +135.1% | +300.0% | -164.9% | +70.9% |
| All | +135.1% | +289.3% | -154.2% | +70.9% |
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