+1,278.0%
AMP vs UEC
+74.4%
+1,203.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.5% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -1.0% | +1.9% | -2.9% | -1.6% |
| 3M | +23.2% | +8.9% | +14.3% | +20.7% |
| 6M | +20.4% | -14.5% | +34.9% | +20.2% |
| YTD | +13.6% | -0.7% | +14.3% | +10.2% |
| 1Y | +13.4% | -4.1% | +17.4% | +8.8% |
| 3Y | +66.5% | +148.9% | -82.4% | +32.1% |
| 5Y | +120.2% | +300.0% | -179.8% | +50.6% |
| 10Y | +576.5% | +994.3% | -417.8% | +242.1% |
| All | +1,278.0% | +74.4% | +1,203.6% | +450.2% |
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