+67.7%
AMP vs UEC
+134.5%
-66.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.6% |
| 7D | -2.0% | -4.3% | +2.2% | -1.8% |
| 30D | -1.7% | -3.8% | +2.2% | -1.6% |
| 3M | +23.2% | +17.0% | +6.2% | +21.4% |
| 6M | +22.2% | -23.9% | +46.1% | +23.2% |
| YTD | +14.0% | -5.7% | +19.6% | +12.6% |
| 1Y | +14.0% | -12.5% | +26.5% | +12.2% |
| All | +67.7% | +134.5% | -66.7% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling