-2.1%
AR vs UEC
-53.3%
+51.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.8% | -7.6% | -0.5% |
| 7D | -14.3% | -10.2% | -4.0% | -14.8% |
| 30D | +1.4% | -26.9% | +28.4% | -0.6% |
| 3M | +3.4% | -35.7% | +39.1% | +0.7% |
| 6M | -2.1% | -56.1% | +54.1% | -5.4% |
| All | -2.1% | -53.3% | +51.2% | -5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling