+44.2%
AR vs UEC
+933.9%
-889.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.9% | -1.4% |
| 7D | -1.8% | +2.6% | -4.4% | -2.3% |
| 30D | +12.6% | +5.6% | +7.0% | +10.9% |
| 3M | +10.0% | -5.7% | +15.7% | +9.2% |
| 6M | +0.6% | -8.0% | +8.7% | -1.9% |
| YTD | +13.4% | +1.8% | +11.6% | +6.5% |
| 1Y | +21.7% | +0.6% | +21.1% | +11.5% |
| 3Y | +45.8% | +155.2% | -109.3% | +1.2% |
| 5Y | +144.3% | +305.8% | -161.6% | +40.5% |
| All | +44.2% | +933.9% | -889.8% | -36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling