+7.3%
AON vs UEC
+198.6%
-191.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.2% | +3.5% | -1.5% |
| 7D | -6.3% | -9.4% | +3.1% | -6.1% |
| 30D | -14.1% | -8.0% | -6.1% | -14.0% |
| 3M | -9.5% | -1.7% | -7.8% | -9.6% |
| 6M | -4.0% | -26.1% | +22.1% | -3.7% |
| YTD | -13.8% | -10.5% | -3.3% | -14.7% |
| 1Y | -18.3% | -13.3% | -5.0% | -19.5% |
| 3Y | -7.2% | +116.4% | -123.5% | -16.5% |
| All | +7.3% | +198.6% | -191.3% | -10.6% |
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