+4.5%
APA vs UEC
+623.0%
-618.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | +5.1% | +0.6% | +4.5% | +4.7% |
| 30D | +0.3% | -18.1% | +18.4% | +3.7% |
| 3M | +15.6% | -36.9% | +52.6% | +24.6% |
| 6M | +28.9% | -56.1% | +85.0% | +46.0% |
| YTD | +96.6% | -38.1% | +134.7% | +99.8% |
| 1Y | +95.5% | -41.7% | +137.2% | +99.5% |
| 3Y | +41.8% | +28.2% | +13.6% | +6.3% |
| 5Y | +85.4% | +31.7% | +53.7% | +24.4% |
| 10Y | +4.5% | +685.9% | -681.3% | -61.7% |
| All | +4.5% | +623.0% | -618.5% | -61.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling