-87.7%
ADVB vs UEC
+126.9%
-214.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.8% | -4.0% |
| 7D | -14.0% | +2.6% | -16.6% | -14.1% |
| 30D | +41.0% | +5.6% | +35.4% | +40.4% |
| 3M | +127.9% | -5.7% | +133.6% | +127.4% |
| 6M | +101.3% | -8.0% | +109.4% | +98.3% |
| YTD | +53.8% | +1.8% | +52.0% | +50.6% |
| 1Y | +4.4% | +0.6% | +3.8% | -4.3% |
| All | -87.7% | +126.9% | -214.6% | -91.9% |
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