+3,785.6%
APH vs UEC
-2.6%
+3,788.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.9% | +0.5% | -8.2% |
| 7D | -12.7% | -20.5% | +7.8% | -10.4% |
| 30D | -19.2% | -35.9% | +16.7% | -15.0% |
| 3M | -16.7% | -39.6% | +22.9% | -12.1% |
| 6M | +5.1% | -55.3% | +60.5% | +13.7% |
| YTD | +6.6% | -44.5% | +51.1% | +11.6% |
| 1Y | +3.9% | -50.4% | +54.3% | +9.9% |
| 3Y | +246.0% | +12.1% | +233.9% | +223.6% |
| 5Y | +268.0% | +41.5% | +226.5% | +218.1% |
| 10Y | +868.2% | +644.8% | +223.4% | +526.4% |
| All | +3,785.6% | -2.6% | +3,788.2% | +1,994.0% |
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