+343.3%
AHR vs UEC
+33.8%
+309.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -0.8% |
| 7D | -2.1% | -9.4% | +7.4% | -1.9% |
| 30D | +1.9% | -8.0% | +9.9% | +2.0% |
| 3M | +15.7% | -1.7% | +17.4% | +15.6% |
| 6M | +2.5% | -26.1% | +28.7% | +3.0% |
| YTD | +15.0% | -10.5% | +25.5% | +14.1% |
| 1Y | +28.1% | -13.3% | +41.4% | +26.6% |
| All | +343.3% | +33.8% | +309.5% | +315.1% |
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