+960.4%
AEIS vs UEC
+8.7%
+951.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.6% | +4.3% |
| 7D | +9.5% | +0.6% | +8.9% | +9.6% |
| 30D | -17.5% | -18.1% | +0.6% | -14.5% |
| 3M | -29.3% | -36.9% | +7.6% | -24.0% |
| 6M | -34.7% | -56.1% | +21.4% | -26.1% |
| YTD | +10.7% | -38.1% | +48.8% | +18.1% |
| 1Y | +7.4% | -41.7% | +49.1% | +15.2% |
| 3Y | +161.1% | +28.2% | +132.9% | +136.4% |
| 5Y | +150.7% | +31.7% | +119.0% | +110.2% |
| 10Y | +360.8% | +685.9% | -325.0% | +159.9% |
| All | +960.4% | +8.7% | +951.7% | +361.5% |
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