+384.7%
AEE vs UEC
+2.3%
+382.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.2% | +0.4% |
| 7D | +0.6% | +4.9% | -4.3% | +0.4% |
| 30D | +8.8% | -17.5% | +26.3% | +9.4% |
| 3M | +5.1% | -40.1% | +45.2% | +6.8% |
| 6M | +5.2% | -56.1% | +61.3% | +7.7% |
| YTD | +16.1% | -41.8% | +57.9% | +17.2% |
| 1Y | +10.4% | -44.8% | +55.2% | +11.5% |
| 3Y | +63.1% | +20.6% | +42.6% | +57.0% |
| 5Y | +55.6% | +24.3% | +31.3% | +46.2% |
| 10Y | +217.1% | +639.1% | -422.0% | +160.0% |
| All | +384.7% | +2.3% | +382.5% | +259.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling