+47.8%
ADP vs UEC
+19.3%
+28.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -1.0% |
| 7D | +3.2% | -10.2% | +13.5% | +3.0% |
| 30D | +14.9% | -26.9% | +41.8% | +14.2% |
| 3M | +11.6% | -35.7% | +47.3% | +10.7% |
| 6M | +48.5% | -56.1% | +104.6% | +47.2% |
| YTD | +20.6% | -40.8% | +61.3% | +19.3% |
| 1Y | +23.7% | -43.4% | +67.1% | +22.4% |
| 3Y | +47.8% | +25.4% | +22.4% | +44.7% |
| All | +47.8% | +19.3% | +28.5% | +44.7% |
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