+3.0%
ALLY vs UEC
+274.7%
-271.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | +3.7% | -6.9% | +10.6% | +4.6% |
| 30D | -2.3% | +7.6% | -9.9% | -3.5% |
| 3M | +3.8% | -18.4% | +22.2% | +5.5% |
| 6M | +9.7% | -23.3% | +33.0% | +11.3% |
| YTD | -1.4% | -1.2% | -0.2% | -4.2% |
| 1Y | +8.2% | +2.3% | +5.9% | +2.8% |
| 3Y | +66.5% | +162.3% | -95.8% | +28.3% |
| All | +3.0% | +274.7% | -271.7% | -29.1% |
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 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