-63.4%
ADVB vs UEC
-46.0%
-17.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | -5.9% | +48.6% | +43.3% |
| 7D | +74.2% | +4.9% | +69.3% | +72.0% |
| 30D | -35.9% | -17.5% | -18.4% | -34.5% |
| 3M | -56.4% | -40.1% | -16.3% | -54.4% |
| 6M | -36.7% | -56.1% | +19.4% | -33.6% |
| YTD | -43.3% | -41.8% | -1.5% | -43.4% |
| 1Y | -63.4% | -44.8% | -18.6% | -64.3% |
| All | -63.4% | -46.0% | -17.4% | -64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling