-99.8%
AMIX vs UEC
+55.9%
-155.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -13.7% | -6.9% | -6.8% | -12.1% |
| 30D | -62.1% | +7.6% | -69.7% | -62.8% |
| 3M | -46.2% | -18.4% | -27.8% | -46.1% |
| 6M | -46.4% | -23.3% | -23.2% | -46.5% |
| YTD | -60.3% | -1.2% | -59.1% | -61.2% |
| 1Y | -79.7% | +2.3% | -82.0% | -80.4% |
| All | -99.8% | +55.9% | -155.7% | -99.8% |
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