+47.5%
AMZN vs UEC
+299.0%
-251.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.0% |
| 7D | +0.8% | +2.6% | -1.8% | +0.4% |
| 30D | -6.4% | +5.6% | -12.0% | -7.5% |
| 3M | +4.8% | -5.7% | +10.5% | +4.5% |
| 6M | +20.5% | -8.0% | +28.6% | +19.2% |
| YTD | +11.3% | +1.8% | +9.5% | +7.0% |
| 1Y | +9.0% | +0.6% | +8.4% | +2.7% |
| 3Y | +85.9% | +155.2% | -69.2% | +37.1% |
| All | +47.5% | +299.0% | -251.5% | -4.9% |
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 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