+176.7%
ALLY vs UEC
+623.0%
-446.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -2.8% | +0.6% | -3.3% | -3.0% |
| 30D | +1.9% | -18.1% | +20.0% | +4.4% |
| 3M | -12.1% | -36.9% | +24.8% | -7.0% |
| 6M | -9.0% | -56.1% | +47.1% | +0.4% |
| YTD | -12.9% | -38.1% | +25.2% | -10.3% |
| 1Y | -0.1% | -41.7% | +41.6% | +3.4% |
| 3Y | +64.6% | +28.2% | +36.4% | +40.8% |
| 5Y | -10.1% | +31.7% | -41.8% | -29.4% |
| 10Y | +176.7% | +685.9% | -509.2% | +40.1% |
| All | +176.7% | +623.0% | -446.3% | +40.1% |
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