+7,705.7%
ALM vs UEC
+468.5%
+7,237.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -2.6% | -6.9% | +4.3% | -2.7% |
| 30D | +32.0% | +7.6% | +24.4% | +32.2% |
| 3M | -15.0% | -18.4% | +3.3% | -15.6% |
| 6M | -10.1% | -23.3% | +13.1% | -11.0% |
| YTD | +99.4% | -1.2% | +100.6% | +100.1% |
| 1Y | +316.4% | +2.3% | +314.0% | +319.4% |
| 3Y | +2,022.0% | +162.3% | +1,859.7% | +2,244.3% |
| 5Y | +941.2% | +287.2% | +653.9% | +1,169.6% |
| 10Y | +2,950.3% | +1,009.6% | +1,940.7% | +5,157.2% |
| All | +7,705.7% | +468.5% | +7,237.3% | -100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling