+635.8%
APD vs UEC
+7.8%
+628.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +2.0% | -37.0% | +39.0% | +5.7% |
| 6M | +7.1% | -52.7% | +59.8% | +12.9% |
| YTD | +29.8% | -38.6% | +68.4% | +32.2% |
| 1Y | +24.0% | -44.6% | +68.6% | +27.1% |
| 3Y | +27.2% | +27.1% | 0.0% | +15.3% |
| 5Y | +12.8% | +37.9% | -25.1% | -3.9% |
| 10Y | +185.0% | +631.6% | -446.6% | +81.0% |
| All | +635.8% | +7.8% | +628.0% | +311.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling