-19.1%
AJG vs UEC
-16.4%
-2.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +3.9% | -1.6% |
| 7D | -8.3% | -9.4% | +1.2% | -8.9% |
| 30D | -5.7% | -8.0% | +2.3% | -6.2% |
| 3M | +9.1% | -1.7% | +10.8% | +9.5% |
| 6M | +15.2% | -26.1% | +41.4% | +14.4% |
| YTD | -6.3% | -10.5% | +4.2% | -6.3% |
| 1Y | -19.1% | -13.3% | -5.8% | -17.6% |
| All | -19.1% | -16.4% | -2.7% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling