+540.9%
AGI vs UEC
+78.8%
+462.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -1.9% |
| 7D | +4.4% | +2.6% | +1.8% | +3.9% |
| 30D | +10.0% | +5.6% | +4.4% | +8.9% |
| 3M | +1.7% | -5.7% | +7.4% | +2.2% |
| 6M | -26.8% | -8.0% | -18.7% | -26.6% |
| YTD | -5.3% | +1.8% | -7.1% | -6.8% |
| 1Y | +11.5% | +0.6% | +10.9% | +9.2% |
| 3Y | +212.9% | +155.2% | +57.8% | +155.6% |
| 5Y | +388.8% | +305.8% | +83.0% | +248.0% |
| 10Y | +383.6% | +943.0% | -559.4% | +156.4% |
| All | +540.9% | +78.8% | +462.1% | +189.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling