+352.0%
ALLE vs UEC
+332.9%
+19.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | +27.4% | -18.1% | +45.5% | +29.2% |
| 3M | +13.8% | -36.9% | +50.8% | +17.8% |
| 6M | +45.5% | -56.1% | +101.6% | +54.2% |
| YTD | +21.4% | -38.1% | +59.5% | +23.8% |
| 1Y | +15.4% | -41.7% | +57.1% | +17.9% |
| 3Y | +91.7% | +28.2% | +63.5% | +75.6% |
| 5Y | +54.5% | +31.7% | +22.8% | +34.4% |
| 10Y | +210.5% | +685.9% | -475.3% | +108.4% |
| All | +352.0% | +332.9% | +19.0% | +204.2% |
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