+384.7%
AGI vs UEC
+198.6%
+186.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +1.8% |
| 7D | -2.7% | -9.4% | +6.7% | -0.8% |
| 30D | +7.2% | -8.0% | +15.3% | +8.8% |
| 3M | +4.3% | -1.7% | +6.0% | +4.3% |
| 6M | -27.1% | -26.1% | -0.9% | -23.7% |
| YTD | -6.6% | -10.5% | +3.9% | -5.9% |
| 1Y | +9.5% | -13.3% | +22.8% | +10.1% |
| 3Y | +208.4% | +116.4% | +92.1% | +150.9% |
| All | +384.7% | +198.6% | +186.1% | +252.1% |
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 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