+35.1%
APD vs UEC
-46.3%
+81.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.8% | +1.9% |
| 7D | +3.8% | -13.8% | +17.6% | +4.0% |
| 30D | +14.1% | -23.1% | +37.2% | +14.5% |
| 3M | +8.2% | -31.5% | +39.7% | +8.7% |
| 6M | +7.5% | -51.5% | +59.0% | +8.2% |
| YTD | +31.7% | -38.4% | +70.1% | +32.2% |
| 1Y | +35.1% | -44.7% | +79.8% | +35.5% |
| All | +35.1% | -46.3% | +81.4% | +35.5% |
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