+166.1%
APA vs UEC
+278.7%
-112.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.2% | +1.3% |
| 7D | -1.7% | +2.6% | -4.3% | -2.1% |
| 30D | +15.7% | +5.6% | +10.1% | +14.1% |
| 3M | +16.5% | -5.7% | +22.2% | +15.7% |
| 6M | +35.1% | -8.0% | +43.1% | +31.4% |
| YTD | +82.2% | +1.8% | +80.4% | +70.7% |
| 1Y | +102.5% | +0.6% | +101.9% | +84.1% |
| 3Y | +10.3% | +155.2% | -144.8% | -30.3% |
| 5Y | +166.1% | +305.8% | -139.7% | +34.9% |
| All | +166.1% | +278.7% | -112.5% | +34.9% |
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