+524.0%
AMT vs UEC
+73.5%
+450.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.1% |
| 7D | -0.2% | -6.9% | +6.7% | +0.2% |
| 30D | +4.6% | +7.6% | -3.0% | +4.0% |
| 3M | -8.4% | -18.4% | +9.9% | -7.8% |
| 6M | -6.0% | -23.3% | +17.2% | -5.5% |
| YTD | +2.1% | -1.2% | +3.3% | +0.7% |
| 1Y | -6.4% | +2.3% | -8.7% | -8.6% |
| 3Y | +8.1% | +162.3% | -154.2% | -4.0% |
| 5Y | -31.9% | +287.2% | -319.2% | -43.4% |
| 10Y | +97.1% | +1,009.6% | -912.5% | +38.4% |
| All | +524.0% | +73.5% | +450.4% | +271.9% |
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