+351.4%
AEE vs UEC
+73.5%
+277.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +0.3% | -6.9% | +7.3% | +0.6% |
| 30D | -2.3% | +7.6% | -9.9% | -2.6% |
| 3M | +0.2% | -18.4% | +18.6% | +0.6% |
| 6M | -4.7% | -23.3% | +18.5% | -4.4% |
| YTD | +8.1% | -1.2% | +9.3% | +7.2% |
| 1Y | +8.5% | +2.3% | +6.2% | +7.1% |
| 3Y | +48.9% | +162.3% | -113.4% | +39.2% |
| 5Y | +39.9% | +287.2% | -247.3% | +25.6% |
| 10Y | +186.5% | +1,009.6% | -823.1% | +131.7% |
| All | +351.4% | +73.5% | +277.9% | +229.0% |
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 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