-31.3%
AMT vs UEC
+274.7%
-306.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.1% |
| 7D | -0.2% | -6.9% | +6.7% | 0.0% |
| 30D | +4.6% | +7.6% | -3.0% | +4.3% |
| 3M | -8.4% | -18.4% | +9.9% | -8.0% |
| 6M | -6.0% | -23.3% | +17.2% | -5.6% |
| YTD | +2.1% | -1.2% | +3.3% | +1.2% |
| 1Y | -6.4% | +2.3% | -8.7% | -7.9% |
| 3Y | +8.1% | +162.3% | -154.2% | -3.3% |
| All | -31.3% | +274.7% | -306.0% | -41.6% |
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