-96.8%
ADVB vs UEC
+38.0%
-134.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.8% | +9.1% | +9.9% |
| 7D | +10.5% | +0.6% | +9.9% | +10.3% |
| 30D | -56.0% | -18.1% | -37.9% | -55.3% |
| 3M | -70.1% | -36.9% | -33.2% | -69.2% |
| 6M | -53.7% | -56.1% | +2.4% | -51.7% |
| YTD | -60.3% | -38.1% | -22.2% | -59.7% |
| 1Y | -73.1% | -41.7% | -31.5% | -73.0% |
| All | -96.8% | +38.0% | -134.8% | -97.8% |
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