+219.2%
ALLE vs UEC
+704.7%
-485.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.8% | -7.7% | -1.6% |
| 7D | -0.6% | -10.2% | +9.7% | +0.4% |
| 30D | +25.3% | -26.9% | +52.3% | +28.8% |
| 3M | +10.3% | -35.7% | +46.0% | +14.5% |
| 6M | +38.0% | -56.1% | +94.2% | +47.5% |
| YTD | +17.8% | -40.8% | +58.5% | +21.0% |
| 1Y | +13.6% | -43.4% | +57.0% | +16.7% |
| 3Y | +89.2% | +25.4% | +63.8% | +70.7% |
| 5Y | +51.1% | +51.1% | 0.0% | +25.8% |
| All | +219.2% | +704.7% | -485.5% | +91.7% |
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 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