+605.3%
APD vs UEC
+73.5%
+531.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.2% | -6.9% | +4.7% | -1.6% |
| 30D | +2.1% | +7.6% | -5.6% | +1.2% |
| 3M | +7.2% | -18.4% | +25.6% | +8.3% |
| 6M | +11.2% | -23.3% | +34.5% | +12.2% |
| YTD | +24.4% | -1.2% | +25.6% | +21.9% |
| 1Y | +6.7% | +2.3% | +4.4% | +3.0% |
| 3Y | +9.2% | +162.3% | -153.0% | -7.4% |
| 5Y | +27.4% | +287.2% | -259.9% | -2.0% |
| 10Y | +164.8% | +1,009.6% | -844.8% | +62.4% |
| All | +605.3% | +73.5% | +531.8% | +279.2% |
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