-97.1%
ADVB vs UEC
+36.8%
-133.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.9% | +8.8% | +3.6% |
| 7D | -4.1% | -5.2% | +1.1% | -3.6% |
| 30D | -60.3% | -22.0% | -38.3% | -59.4% |
| 3M | -73.3% | -37.0% | -36.3% | -72.4% |
| 6M | -65.9% | -52.7% | -13.2% | -64.5% |
| YTD | -63.9% | -38.6% | -25.3% | -63.3% |
| 1Y | -74.1% | -44.6% | -29.6% | -73.9% |
| All | -97.1% | +36.8% | -133.9% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling