+8.6%
AEIS vs UEC
-46.3%
+55.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.9% | -6.3% | -9.3% |
| 7D | -12.7% | -13.8% | +1.1% | -7.4% |
| 30D | -28.8% | -23.1% | -5.7% | -21.5% |
| 3M | -38.0% | -31.5% | -6.5% | -29.8% |
| 6M | -45.3% | -51.5% | +6.2% | -31.6% |
| YTD | +1.1% | -38.4% | +39.6% | +12.3% |
| 1Y | +8.6% | -44.7% | +53.3% | +23.1% |
| All | +8.6% | -46.3% | +55.0% | +23.1% |
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