+17.4%
ALLE vs UEC
+274.7%
-257.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | -0.2% | -6.9% | +6.7% | +0.4% |
| 30D | -6.8% | +7.6% | -14.4% | -7.5% |
| 3M | +21.0% | -18.4% | +39.4% | +22.3% |
| 6M | +1.1% | -23.3% | +24.4% | +2.1% |
| YTD | -0.5% | -1.2% | +0.7% | -2.1% |
| 1Y | -7.3% | +2.3% | -9.6% | -10.0% |
| 3Y | +42.3% | +162.3% | -120.0% | +20.7% |
| All | +17.4% | +274.7% | -257.3% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling