+169.1%
APD vs UEC
+908.7%
-739.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -4.2% | +1.9% | -6.1% | -4.6% |
| 3M | +5.0% | +8.9% | -3.9% | +3.6% |
| 6M | +8.9% | -14.5% | +23.4% | +8.9% |
| YTD | +21.9% | -0.7% | +22.6% | +19.3% |
| 1Y | +5.6% | -4.1% | +9.6% | +2.4% |
| 3Y | +6.9% | +148.9% | -142.0% | -10.0% |
| 5Y | +25.3% | +300.0% | -274.7% | -6.6% |
| 10Y | +169.1% | +994.3% | -825.3% | +50.6% |
| All | +169.1% | +908.7% | -739.6% | +50.6% |
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 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