+183.2%
APD vs UEC
+696.7%
-513.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.9% |
| 7D | -0.2% | -5.2% | +4.9% | +0.1% |
| 30D | +11.0% | -22.0% | +33.0% | +13.2% |
| 3M | +1.3% | -37.0% | +38.3% | +5.0% |
| 6M | +6.4% | -52.7% | +59.1% | +12.1% |
| YTD | +28.9% | -38.6% | +67.5% | +31.2% |
| 1Y | +23.2% | -44.6% | +67.8% | +26.1% |
| 3Y | +26.3% | +27.1% | -0.8% | +13.3% |
| 5Y | +12.0% | +37.9% | -25.9% | -6.3% |
| 10Y | +183.2% | +631.6% | -448.5% | +65.6% |
| All | +183.2% | +696.7% | -513.5% | +65.6% |
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