+295.8%
AFL vs UEC
+885.8%
-590.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +1.1% |
| 7D | -1.6% | -9.4% | +7.8% | -0.8% |
| 30D | -4.0% | -8.0% | +4.0% | -3.6% |
| 3M | -0.5% | -1.7% | +1.2% | -0.9% |
| 6M | +6.5% | -26.1% | +32.7% | +7.6% |
| YTD | +6.2% | -10.5% | +16.7% | +4.5% |
| 1Y | +8.3% | -13.3% | +21.6% | +5.7% |
| 3Y | +62.5% | +116.4% | -53.8% | +37.6% |
| 5Y | +136.2% | +225.5% | -89.4% | +76.4% |
| All | +295.8% | +885.8% | -590.0% | +108.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling