+114.2%
APA vs UEC
-1.0%
+115.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +2.8% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +9.3% | +1.9% | +7.4% | +9.7% |
| 3M | +23.3% | +8.9% | +14.4% | +25.2% |
| 6M | +39.5% | -14.5% | +53.9% | +40.8% |
| YTD | +87.6% | -0.7% | +88.3% | +91.8% |
| 1Y | +114.2% | -4.1% | +118.3% | +126.5% |
| All | +114.2% | -1.0% | +115.3% | +126.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling