+337.4%
AGI vs UEC
+885.8%
-548.5%
-66.1%
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% | +1.6% |
| 7D | -2.7% | -9.4% | +6.7% | -1.1% |
| 30D | +7.2% | -8.0% | +15.3% | +8.6% |
| 3M | +4.3% | -1.7% | +6.0% | +4.3% |
| 6M | -27.1% | -26.1% | -0.9% | -24.2% |
| YTD | -6.6% | -10.5% | +3.9% | -6.1% |
| 1Y | +9.5% | -13.3% | +22.8% | +9.9% |
| 3Y | +208.4% | +116.4% | +92.1% | +157.8% |
| 5Y | +401.6% | +225.5% | +176.1% | +270.6% |
| All | +337.4% | +885.8% | -548.5% | +161.9% |
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 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