+15.4%
ALLE vs UEC
-42.8%
+58.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | +27.4% | -18.1% | +45.5% | +28.9% |
| 3M | +13.8% | -36.9% | +50.8% | +17.4% |
| 6M | +45.5% | -56.1% | +101.6% | +53.0% |
| YTD | +21.4% | -38.1% | +59.5% | +23.7% |
| 1Y | +15.4% | -41.7% | +57.1% | +18.5% |
| All | +15.4% | -42.8% | +58.1% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling