+270.5%
ADP vs UEC
+933.9%
-663.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.0% | -6.5% | -3.7% |
| 7D | -5.5% | +2.6% | -8.1% | -5.7% |
| 30D | -1.2% | +5.6% | -6.8% | -1.8% |
| 3M | +17.9% | -5.7% | +23.6% | +17.6% |
| 6M | +20.3% | -8.0% | +28.4% | +19.2% |
| YTD | +5.8% | +1.8% | +4.0% | +3.0% |
| 1Y | -7.7% | +0.6% | -8.3% | -11.0% |
| 3Y | +14.7% | +155.2% | -140.4% | -3.8% |
| 5Y | +45.8% | +305.8% | -260.0% | +9.0% |
| 10Y | +270.5% | +943.0% | -672.5% | +116.1% |
| All | +270.5% | +933.9% | -663.4% | +116.1% |
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