+1,186.1%
AEIS vs UEC
+73.5%
+1,112.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.4% |
| 7D | +3.0% | -6.9% | +9.9% | +4.1% |
| 30D | -14.6% | +7.6% | -22.3% | -16.0% |
| 3M | -12.4% | -18.4% | +5.9% | -10.2% |
| 6M | -15.0% | -23.3% | +8.3% | -12.3% |
| YTD | +34.3% | -1.2% | +35.5% | +32.6% |
| 1Y | +87.4% | +2.3% | +85.1% | +81.7% |
| 3Y | +139.8% | +162.3% | -22.5% | +92.9% |
| 5Y | +220.7% | +287.2% | -66.5% | +125.5% |
| 10Y | +531.6% | +1,009.6% | -478.0% | +233.8% |
| All | +1,186.1% | +73.5% | +1,112.6% | +418.3% |
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