+195.5%
AMGN vs UEC
+885.8%
-690.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.8% | -1.0% |
| 7D | -13.7% | -9.4% | -4.2% | -13.2% |
| 30D | -8.8% | -8.0% | -0.8% | -8.5% |
| 3M | +7.2% | -1.7% | +8.9% | +7.0% |
| 6M | +1.3% | -26.1% | +27.4% | +2.1% |
| YTD | +17.6% | -10.5% | +28.2% | +16.7% |
| 1Y | +37.2% | -13.3% | +50.4% | +35.4% |
| 3Y | +57.7% | +116.4% | -58.6% | +41.7% |
| 5Y | +106.3% | +225.5% | -119.3% | +69.2% |
| All | +195.5% | +885.8% | -690.3% | +85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling