-79.7%
AMIX vs UEC
-1.0%
-78.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -13.7% | -6.9% | -6.8% | -11.2% |
| 30D | -62.1% | +7.6% | -69.7% | -63.3% |
| 3M | -46.2% | -18.4% | -27.8% | -47.1% |
| 6M | -46.4% | -23.3% | -23.2% | -47.5% |
| YTD | -60.3% | -1.2% | -59.1% | -60.8% |
| 1Y | -79.7% | +2.3% | -82.0% | -79.3% |
| All | -79.7% | -1.0% | -78.6% | -79.3% |
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