-54.2%
APTV vs UEC
+153.0%
-207.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.0% | -7.7% | -4.9% |
| 7D | +2.0% | +2.6% | -0.6% | +1.7% |
| 30D | -7.7% | +5.6% | -13.3% | -8.5% |
| 3M | -34.0% | -5.7% | -28.3% | -34.1% |
| 6M | -37.1% | -8.0% | -29.1% | -37.3% |
| YTD | -39.9% | +1.8% | -41.7% | -41.2% |
| 1Y | -44.4% | +0.6% | -45.0% | -46.3% |
| All | -54.2% | +153.0% | -207.1% | -61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling