+910.1%
AON vs UEC
+78.8%
+831.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.4% |
| 7D | -3.2% | +2.6% | -5.8% | -3.3% |
| 30D | -11.9% | +5.6% | -17.5% | -12.2% |
| 3M | -2.9% | -5.7% | +2.8% | -3.0% |
| 6M | -6.8% | -8.0% | +1.2% | -7.3% |
| YTD | -10.1% | +1.8% | -11.9% | -11.5% |
| 1Y | -14.2% | +0.6% | -14.8% | -16.0% |
| 3Y | -3.3% | +155.2% | -158.4% | -12.2% |
| 5Y | +13.6% | +305.8% | -292.2% | -2.7% |
| 10Y | +209.2% | +943.0% | -733.8% | +134.6% |
| All | +910.1% | +78.8% | +831.3% | +602.6% |
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 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