+270.3%
ALLE vs UEC
+591.0%
-320.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.6% |
| 3M | +21.0% | -18.4% | +39.4% | +22.4% |
| 6M | +1.1% | -23.3% | +24.4% | +2.2% |
| YTD | -0.5% | -1.2% | +0.7% | -2.2% |
| 1Y | -7.3% | +2.3% | -9.6% | -9.9% |
| 3Y | +42.3% | +162.3% | -120.0% | +22.4% |
| 5Y | +13.5% | +287.2% | -273.8% | -10.3% |
| 10Y | +144.0% | +1,009.6% | -865.6% | +58.8% |
| All | +270.3% | +591.0% | -320.7% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling