-2.3%
AKAM vs UEC
+289.3%
-291.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +5.1% |
| 7D | +5.4% | -0.2% | +5.6% | +5.4% |
| 30D | -5.9% | +1.9% | -7.8% | -6.2% |
| 3M | -19.6% | +8.9% | -28.6% | -20.6% |
| 6M | +8.5% | -14.5% | +22.9% | +8.9% |
| YTD | +26.9% | -0.7% | +27.6% | +25.3% |
| 1Y | +41.7% | -4.1% | +45.7% | +38.8% |
| 3Y | +5.8% | +148.9% | -143.1% | -8.8% |
| 5Y | -2.3% | +300.0% | -302.3% | -21.8% |
| All | -2.3% | +289.3% | -291.6% | -21.8% |
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