+1,023.1%
AMGN vs UEC
+73.5%
+949.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.6% |
| 7D | +1.1% | -6.9% | +8.0% | +1.5% |
| 30D | +7.8% | +7.6% | +0.2% | +7.3% |
| 3M | +27.3% | -18.4% | +45.6% | +28.1% |
| 6M | +16.8% | -23.3% | +40.1% | +17.5% |
| YTD | +36.3% | -1.2% | +37.5% | +34.8% |
| 1Y | +60.4% | +2.3% | +58.1% | +57.5% |
| 3Y | +86.3% | +162.3% | -75.9% | +69.9% |
| 5Y | +125.7% | +287.2% | -161.6% | +93.8% |
| 10Y | +247.0% | +1,009.6% | -762.6% | +160.7% |
| All | +1,023.1% | +73.5% | +949.6% | +719.2% |
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