+577.9%
AMT vs UEC
+14.6%
+563.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | -0.5% |
| 7D | +0.4% | +1.5% | -1.1% | +0.2% |
| 30D | +3.7% | -17.1% | +20.8% | +4.7% |
| 3M | +10.7% | -32.3% | +43.1% | +12.9% |
| 6M | +9.3% | -49.7% | +59.0% | +12.7% |
| YTD | +10.9% | -34.8% | +45.7% | +11.8% |
| 1Y | +10.5% | -37.5% | +48.1% | +11.4% |
| 3Y | +15.5% | +37.1% | -21.5% | +7.0% |
| 5Y | -20.6% | +44.3% | -64.9% | -29.5% |
| 10Y | +124.5% | +737.4% | -612.8% | +59.9% |
| All | +577.9% | +14.6% | +563.3% | +313.1% |
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