-62.1%
ALB vs UEC
+47.5%
-109.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.9% | -0.8% |
| 7D | +9.1% | -10.2% | +19.3% | +11.6% |
| 30D | -3.4% | -26.9% | +23.5% | +3.7% |
| 3M | -20.6% | -35.7% | +15.1% | -12.5% |
| 6M | -48.2% | -56.1% | +8.0% | -38.3% |
| YTD | -29.2% | -40.8% | +11.5% | -22.5% |
| 1Y | +10.0% | -43.4% | +53.4% | +20.3% |
| 3Y | -12.9% | +25.4% | -38.3% | -29.3% |
| All | -62.1% | +47.5% | -109.7% | -74.1% |
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