+41.8%
ALM vs UEC
-46.3%
+88.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.0% | +4.0% |
| 7D | -6.4% | -13.8% | +7.4% | +2.0% |
| 30D | -35.0% | -23.1% | -11.9% | -24.7% |
| 3M | -33.8% | -31.5% | -2.3% | -18.3% |
| 6M | -55.0% | -51.5% | -3.5% | -33.9% |
| YTD | -0.2% | -38.4% | +38.2% | +39.6% |
| 1Y | +41.8% | -44.7% | +86.5% | +100.1% |
| All | +41.8% | -46.3% | +88.1% | +100.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling