-96.5%
ADVB vs UEC
+27.1%
-123.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | -2.1% | -21.5% | -23.4% |
| 7D | +27.8% | -3.8% | +31.5% | +27.8% |
| 30D | -50.8% | -13.5% | -37.3% | -50.1% |
| 3M | -70.5% | -40.5% | -30.0% | -69.4% |
| 6M | -46.7% | -56.7% | +9.9% | -44.2% |
| YTD | -56.7% | -43.0% | -13.7% | -55.8% |
| 1Y | -71.8% | -42.5% | -29.2% | -71.6% |
| All | -96.5% | +27.1% | -123.6% | -97.6% |
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