+72.8%
AG vs UEC
+289.3%
-216.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.9% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | +12.5% | +1.9% | +10.5% | +11.1% |
| 3M | +28.2% | +8.9% | +19.2% | +23.6% |
| 6M | -18.8% | -14.5% | -4.4% | -15.5% |
| YTD | +27.4% | -0.7% | +28.1% | +27.0% |
| 1Y | +132.2% | -4.1% | +136.2% | +130.8% |
| 3Y | +286.9% | +148.9% | +137.9% | +169.2% |
| 5Y | +72.8% | +300.0% | -227.2% | +1.9% |
| All | +72.8% | +289.3% | -216.5% | +1.9% |
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