+2,224.5%
AMAT vs UEC
-2.6%
+2,227.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.9% | -3.7% | -12.1% |
| 7D | -24.3% | -20.5% | -3.8% | -21.6% |
| 30D | -39.8% | -35.9% | -3.9% | -35.7% |
| 3M | -40.2% | -39.6% | -0.6% | -35.9% |
| 6M | -22.1% | -55.3% | +33.2% | -13.3% |
| YTD | +24.7% | -44.5% | +69.2% | +33.6% |
| 1Y | +33.3% | -50.4% | +83.7% | +44.5% |
| 3Y | +133.9% | +12.1% | +121.8% | +116.6% |
| 5Y | +117.1% | +41.5% | +75.6% | +84.5% |
| 10Y | +1,158.7% | +644.8% | +513.8% | +685.6% |
| All | +2,224.5% | -2.6% | +2,227.1% | +1,106.2% |
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