+15.5%
AMT vs UEC
+37.5%
-22.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | +0.4% |
| 7D | +0.4% | +1.5% | -1.1% | +0.5% |
| 30D | +3.7% | -17.1% | +20.8% | +3.4% |
| 3M | +10.7% | -32.3% | +43.1% | +9.9% |
| 6M | +9.3% | -49.7% | +59.0% | +8.3% |
| YTD | +10.9% | -34.8% | +45.7% | +10.8% |
| 1Y | +10.5% | -37.5% | +48.1% | +10.4% |
| 3Y | +15.5% | +37.1% | -21.5% | +19.3% |
| All | +15.5% | +37.5% | -22.0% | +19.3% |
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 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