+5.8%
APD vs UEC
+5.5%
+0.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.2% |
| 7D | -2.5% | +2.6% | -5.1% | -2.5% |
| 30D | -1.9% | +5.6% | -7.5% | -1.9% |
| 3M | +8.2% | -5.7% | +13.9% | +8.0% |
| 6M | +10.7% | -8.0% | +18.8% | +10.8% |
| YTD | +22.9% | +1.8% | +21.1% | +23.1% |
| 1Y | +5.8% | +0.6% | +5.2% | +6.8% |
| All | +5.8% | +5.5% | +0.3% | +6.8% |
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