+193.5%
APTV vs UEC
+277.1%
-83.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +4.8% | -6.9% | +11.7% | +5.9% |
| 30D | +2.0% | +7.6% | -5.6% | +0.7% |
| 3M | -34.2% | -18.4% | -15.9% | -33.0% |
| 6M | -34.7% | -23.3% | -11.4% | -33.4% |
| YTD | -37.0% | -1.2% | -35.8% | -38.7% |
| 1Y | -40.4% | +2.3% | -42.7% | -43.2% |
| 3Y | -54.1% | +162.3% | -216.4% | -64.1% |
| 5Y | -68.0% | +287.2% | -355.3% | -78.0% |
| 10Y | -15.5% | +1,009.6% | -1,025.1% | -56.9% |
| All | +193.5% | +277.1% | -83.7% | +52.4% |
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