+296.4%
APH vs UEC
+23.6%
+272.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +1.4% |
| 7D | +11.1% | +4.9% | +6.2% | +10.3% |
| 30D | -7.3% | -17.5% | +10.2% | -4.4% |
| 3M | -6.2% | -40.1% | +34.0% | +1.1% |
| 6M | +24.9% | -56.1% | +81.0% | +39.5% |
| YTD | +18.4% | -41.8% | +60.2% | +24.9% |
| 1Y | +13.0% | -44.8% | +57.8% | +19.8% |
| 3Y | +276.4% | +20.6% | +255.8% | +238.7% |
| 5Y | +296.4% | +24.3% | +272.1% | +231.6% |
| All | +296.4% | +23.6% | +272.8% | +231.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling