+3,798.4%
ALM vs UEC
+275.4%
+3,523.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +10.1% | -2.0% | +8.1% |
| 7D | +0.7% | +1.5% | -0.7% | +0.7% |
| 30D | -26.1% | -17.1% | -9.0% | -26.2% |
| 3M | -38.1% | -32.3% | -5.8% | -38.3% |
| 6M | -55.4% | -49.7% | -5.7% | -56.0% |
| YTD | -0.4% | -34.8% | +34.4% | -0.4% |
| 1Y | +25.4% | -37.5% | +62.9% | +25.1% |
| 3Y | +907.8% | +37.1% | +870.7% | +982.6% |
| 5Y | +440.2% | +44.3% | +395.8% | +505.7% |
| 10Y | +2,031.1% | +737.4% | +1,293.8% | +3,759.2% |
| All | +3,798.4% | +275.4% | +3,523.1% | -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