+23.8%
ALC vs UEC
+649.4%
-625.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -2.1% | -6.9% | +4.8% | -1.5% |
| 30D | -0.1% | +7.6% | -7.7% | -0.9% |
| 3M | +5.9% | -18.4% | +24.3% | +7.0% |
| 6M | -15.9% | -23.3% | +7.3% | -15.3% |
| YTD | -10.1% | -1.2% | -8.9% | -12.0% |
| 1Y | -10.2% | +2.3% | -12.5% | -13.5% |
| 3Y | -13.6% | +162.3% | -175.8% | -27.8% |
| 5Y | -15.1% | +287.2% | -302.4% | -36.2% |
| All | +23.8% | +649.4% | -625.5% | -29.7% |
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