+344.9%
AHR vs UEC
+48.5%
+296.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.5% |
| 7D | -4.3% | -0.2% | -4.2% | -4.3% |
| 30D | -3.1% | +1.9% | -5.0% | -3.1% |
| 3M | +15.7% | +8.9% | +6.8% | +15.3% |
| 6M | +4.1% | -14.5% | +18.5% | +4.1% |
| YTD | +15.4% | -0.7% | +16.1% | +14.2% |
| 1Y | +28.0% | -4.1% | +32.0% | +26.2% |
| All | +344.9% | +48.5% | +296.4% | +315.5% |
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