+1,398.3%
AJG vs UEC
+65.7%
+1,332.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.2% |
| 7D | -8.5% | -4.3% | -4.3% | -8.3% |
| 30D | -3.8% | -3.8% | +0.1% | -3.7% |
| 3M | +10.8% | +17.0% | -6.2% | +9.6% |
| 6M | +15.6% | -23.9% | +39.5% | +16.1% |
| YTD | -5.1% | -5.7% | +0.5% | -6.2% |
| 1Y | -16.0% | -12.5% | -3.5% | -17.1% |
| 3Y | +9.7% | +136.5% | -126.7% | +0.2% |
| 5Y | +77.8% | +243.3% | -165.5% | +54.0% |
| 10Y | +478.2% | +939.6% | -461.4% | +341.5% |
| All | +1,398.3% | +65.7% | +1,332.6% | +908.0% |
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 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