+7.0%
ADM vs UEC
+37.5%
-30.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.1% | -10.3% | -0.4% |
| 7D | -7.8% | +1.5% | -9.3% | -7.9% |
| 30D | -12.6% | -17.1% | +4.5% | -12.3% |
| 3M | -8.2% | -32.3% | +24.1% | -7.6% |
| 6M | -8.9% | -49.7% | +40.8% | -7.4% |
| YTD | +24.0% | -34.8% | +58.7% | +24.2% |
| 1Y | +26.2% | -37.5% | +63.7% | +26.4% |
| 3Y | +7.0% | +37.1% | -30.1% | +1.3% |
| All | +7.0% | +37.5% | -30.5% | +1.3% |
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