+65.1%
AEP vs UEC
+289.3%
-224.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.5% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +1.5% | +1.9% | -0.4% | +1.4% |
| 3M | -1.7% | +8.9% | -10.6% | -2.1% |
| 6M | -4.0% | -14.5% | +10.4% | -4.0% |
| YTD | +10.6% | -0.7% | +11.3% | +10.0% |
| 1Y | +18.6% | -4.1% | +22.7% | +17.8% |
| 3Y | +78.7% | +148.9% | -70.2% | +68.7% |
| 5Y | +65.1% | +300.0% | -234.9% | +52.3% |
| All | +65.1% | +289.3% | -224.2% | +52.3% |
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 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