+1,129.7%
ADP vs UEC
+4.1%
+1,125.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -1.7% |
| 7D | +3.2% | -10.2% | +13.5% | +3.8% |
| 30D | +14.9% | -26.9% | +41.8% | +16.9% |
| 3M | +11.6% | -35.7% | +47.3% | +14.2% |
| 6M | +48.5% | -56.1% | +104.6% | +54.6% |
| YTD | +20.6% | -40.8% | +61.3% | +21.9% |
| 1Y | +23.7% | -43.4% | +67.1% | +25.1% |
| 3Y | +47.8% | +25.4% | +22.4% | +36.9% |
| 5Y | +47.7% | +51.1% | -3.4% | +30.1% |
| 10Y | +324.0% | +695.4% | -371.4% | +207.6% |
| All | +1,129.7% | +4.1% | +1,125.6% | +740.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling