-39.1%
ALK vs UEC
+765.9%
-805.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +10.1% | -3.0% | +5.5% |
| 7D | +8.9% | +1.5% | +7.4% | +8.5% |
| 30D | +5.9% | -17.1% | +23.0% | +8.7% |
| 3M | -16.5% | -32.3% | +15.8% | -12.1% |
| 6M | +2.1% | -49.7% | +51.8% | +11.3% |
| YTD | -17.1% | -34.8% | +17.7% | -14.1% |
| 1Y | -2.9% | -37.5% | +34.7% | +0.9% |
| 3Y | +24.5% | +37.1% | -12.6% | +7.1% |
| 5Y | -29.1% | +44.3% | -73.4% | -44.6% |
| 10Y | -39.1% | +737.4% | -776.5% | -71.0% |
| All | -39.1% | +765.9% | -805.0% | -71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling