+122.5%
AMP vs UEC
+198.6%
-76.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +1.3% |
| 7D | -0.5% | -9.4% | +8.9% | +0.5% |
| 30D | -1.3% | -8.0% | +6.7% | -0.7% |
| 3M | +24.2% | -1.7% | +25.9% | +23.7% |
| 6M | +24.6% | -26.1% | +50.7% | +26.5% |
| YTD | +14.8% | -10.5% | +25.4% | +13.1% |
| 1Y | +12.8% | -13.3% | +26.1% | +10.0% |
| 3Y | +69.0% | +116.4% | -47.4% | +38.2% |
| All | +122.5% | +198.6% | -76.1% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling