-91.6%
AMIX vs UEC
-46.3%
-45.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.9% | +1.9% | -0.5% |
| 7D | -25.1% | -13.8% | -11.3% | -19.1% |
| 30D | -54.5% | -23.1% | -31.4% | -48.4% |
| 3M | -91.7% | -31.5% | -60.2% | -90.2% |
| 6M | -79.4% | -51.5% | -28.0% | -74.8% |
| YTD | -86.1% | -38.4% | -47.6% | -83.0% |
| 1Y | -91.6% | -44.7% | -46.9% | -89.4% |
| All | -91.6% | -46.3% | -45.2% | -89.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling