+87.6%
AMZN vs UEC
+20.6%
+67.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +1.1% |
| 7D | +2.8% | +4.9% | -2.2% | +2.2% |
| 30D | +3.4% | -17.5% | +20.9% | +5.1% |
| 3M | +0.1% | -40.1% | +40.2% | +4.4% |
| 6M | +0.6% | -56.1% | +56.7% | +7.4% |
| YTD | +15.9% | -41.8% | +57.6% | +18.7% |
| 1Y | +9.5% | -44.8% | +54.3% | +12.3% |
| All | +87.6% | +20.6% | +67.0% | +61.9% |
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 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