+3,516.3%
ALM vs UEC
+253.2%
+3,263.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.9% | -1.3% | -7.2% |
| 7D | -6.3% | -5.2% | -1.2% | -6.4% |
| 30D | -31.4% | -22.0% | -9.4% | -31.5% |
| 3M | -40.6% | -37.0% | -3.6% | -40.8% |
| 6M | -58.6% | -52.7% | -5.9% | -59.2% |
| YTD | -7.6% | -38.6% | +31.0% | -7.6% |
| 1Y | +13.8% | -44.6% | +58.4% | +13.3% |
| 3Y | +842.1% | +27.1% | +815.0% | +910.7% |
| 5Y | +407.4% | +37.9% | +369.5% | +470.0% |
| 10Y | +2,079.4% | +631.6% | +1,447.8% | +3,707.8% |
| All | +3,516.3% | +253.2% | +3,263.1% | -100.4% |
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