+13.7%
AR vs UEC
-46.3%
+60.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.9% | -1.4% | -6.4% |
| 7D | -11.1% | -13.8% | +2.7% | -11.6% |
| 30D | +7.9% | -23.1% | +31.0% | +7.0% |
| 3M | +4.9% | -31.5% | +36.4% | +3.6% |
| 6M | -5.3% | -51.5% | +46.2% | -6.1% |
| YTD | +8.6% | -38.4% | +47.1% | +4.6% |
| 1Y | +13.7% | -44.7% | +58.4% | +10.4% |
| All | +13.7% | -46.3% | +60.0% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling