+278.7%
AMD vs UEC
+39.8%
+238.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | +13.1% | +0.6% | +12.6% | +13.6% |
| 30D | -7.0% | -18.1% | +11.2% | -0.7% |
| 3M | +16.6% | -36.9% | +53.5% | +33.1% |
| 6M | +20.5% | -56.1% | +76.6% | +50.9% |
| YTD | +158.2% | -38.1% | +196.3% | +188.9% |
| 1Y | +132.8% | -41.7% | +174.5% | +162.9% |
| 3Y | +366.2% | +28.2% | +338.0% | +285.7% |
| 5Y | +278.7% | +31.7% | +247.0% | +161.2% |
| All | +278.7% | +39.8% | +238.8% | +161.2% |
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 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