+347.3%
AHR vs UEC
+41.1%
+306.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.7% |
| 7D | -3.0% | -4.3% | +1.2% | -3.0% |
| 30D | +2.6% | -3.8% | +6.4% | +2.7% |
| 3M | +16.0% | +17.0% | -1.0% | +15.3% |
| 6M | +3.1% | -23.9% | +27.0% | +3.5% |
| YTD | +16.0% | -5.7% | +21.7% | +15.0% |
| 1Y | +28.0% | -12.5% | +40.5% | +26.6% |
| All | +347.3% | +41.1% | +306.2% | +318.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling