+313.9%
ALM vs UEC
+5.5%
+308.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.0% | +5.8% | +7.1% |
| 7D | +8.4% | +2.6% | +5.8% | +7.0% |
| 30D | +34.8% | +5.6% | +29.2% | +29.4% |
| 3M | +16.2% | -5.7% | +21.9% | +17.6% |
| 6M | +2.1% | -8.0% | +10.2% | +4.9% |
| YTD | +117.0% | +1.8% | +115.2% | +114.4% |
| 1Y | +313.9% | +0.6% | +313.3% | +317.8% |
| All | +313.9% | +5.5% | +308.4% | +317.8% |
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