-97.2%
ADVB vs UEC
+45.4%
-142.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.1% | -6.6% | +2.4% |
| 7D | -1.2% | +1.5% | -2.7% | -1.4% |
| 30D | -61.4% | -17.1% | -44.3% | -60.8% |
| 3M | -67.8% | -32.3% | -35.5% | -67.0% |
| 6M | -66.9% | -49.7% | -17.1% | -65.8% |
| YTD | -64.9% | -34.8% | -30.1% | -64.6% |
| 1Y | -74.8% | -37.5% | -37.2% | -74.8% |
| All | -97.2% | +45.4% | -142.6% | -98.1% |
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