+237.1%
AEIS vs UEC
+289.3%
-52.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | +6.5% | -0.2% | +6.6% | +6.5% |
| 30D | -9.2% | +1.9% | -11.1% | -9.9% |
| 3M | -8.3% | +8.9% | -17.3% | -10.5% |
| 6M | -6.3% | -14.5% | +8.1% | -5.0% |
| YTD | +36.5% | -0.7% | +37.2% | +34.2% |
| 1Y | +84.8% | -4.1% | +88.8% | +80.0% |
| 3Y | +176.6% | +148.9% | +27.7% | +115.0% |
| 5Y | +237.1% | +300.0% | -62.9% | +125.2% |
| All | +237.1% | +289.3% | -52.2% | +125.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling