+126.7%
AMAT vs UEC
+47.5%
+79.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +2.6% |
| 7D | -14.7% | -10.2% | -4.5% | -12.4% |
| 30D | -36.1% | -26.9% | -9.2% | -31.2% |
| 3M | -36.9% | -35.7% | -1.2% | -30.6% |
| 6M | -22.2% | -56.1% | +33.9% | -8.0% |
| YTD | +29.9% | -40.8% | +70.7% | +42.1% |
| 1Y | +43.3% | -43.4% | +86.6% | +57.2% |
| 3Y | +142.7% | +25.4% | +117.3% | +104.0% |
| All | +126.7% | +47.5% | +79.2% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling