-68.8%
APTV vs UEC
+273.6%
-342.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.0% | +7.7% | +3.4% |
| 7D | -1.8% | -4.3% | +2.5% | -1.2% |
| 30D | -7.9% | -3.8% | -4.1% | -7.7% |
| 3M | -29.9% | +17.0% | -46.9% | -32.2% |
| 6M | -36.6% | -23.9% | -12.7% | -35.3% |
| YTD | -40.0% | -5.7% | -34.3% | -41.4% |
| 1Y | -44.0% | -12.5% | -31.5% | -45.7% |
| 3Y | -54.5% | +136.5% | -191.0% | -65.3% |
| 5Y | -68.8% | +243.3% | -312.1% | -79.8% |
| All | -68.8% | +273.6% | -342.4% | -79.8% |
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