+143.7%
AR vs UEC
+289.3%
-145.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | +5.5% | +1.9% | +3.6% | +4.7% |
| 3M | +12.9% | +8.9% | +3.9% | +9.5% |
| 6M | +0.1% | -14.5% | +14.5% | -0.9% |
| YTD | +13.5% | -0.7% | +14.2% | +6.9% |
| 1Y | +21.6% | -4.1% | +25.6% | +11.9% |
| 3Y | +46.0% | +148.9% | -103.0% | -3.1% |
| 5Y | +143.7% | +300.0% | -156.3% | +27.1% |
| All | +143.7% | +289.3% | -145.5% | +27.1% |
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