+13.8%
ALM vs UEC
-44.4%
+58.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.9% | -1.3% | -3.7% |
| 7D | -6.3% | -5.2% | -1.2% | -3.4% |
| 30D | -31.4% | -22.0% | -9.4% | -20.7% |
| 3M | -40.6% | -37.0% | -3.6% | -22.5% |
| 6M | -58.6% | -52.7% | -5.9% | -37.7% |
| YTD | -7.6% | -38.6% | +31.0% | +28.6% |
| 1Y | +13.8% | -44.6% | +58.4% | +60.3% |
| All | +13.8% | -44.4% | +58.2% | +60.3% |
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