+215.3%
ALLE vs UEC
+616.1%
-400.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.2% |
| 7D | +3.6% | -3.8% | +7.3% | +3.9% |
| 30D | +25.9% | -13.5% | +39.4% | +27.3% |
| 3M | +15.8% | -40.5% | +56.2% | +21.0% |
| 6M | +48.1% | -56.7% | +104.8% | +58.4% |
| YTD | +22.0% | -43.0% | +64.9% | +25.6% |
| 1Y | +18.0% | -42.5% | +60.6% | +21.0% |
| 3Y | +93.1% | +11.6% | +81.5% | +76.4% |
| 5Y | +52.1% | +21.8% | +30.3% | +29.7% |
| All | +215.3% | +616.1% | -400.9% | +95.8% |
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 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