+459.5%
AJG vs UEC
+885.8%
-426.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +3.9% | -0.9% |
| 7D | -8.3% | -9.4% | +1.2% | -7.8% |
| 30D | -5.7% | -8.0% | +2.3% | -5.4% |
| 3M | +9.1% | -1.7% | +10.8% | +8.8% |
| 6M | +15.2% | -26.1% | +41.4% | +16.0% |
| YTD | -6.3% | -10.5% | +4.2% | -7.5% |
| 1Y | -19.1% | -13.3% | -5.8% | -20.6% |
| 3Y | +8.2% | +116.4% | -108.1% | -4.4% |
| 5Y | +75.6% | +225.5% | -149.9% | +42.0% |
| All | +459.5% | +885.8% | -426.3% | +247.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling