+999.8%
ARES vs UEC
+908.7%
+91.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -2.7% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -2.4% | +1.9% | -4.3% | -2.9% |
| 3M | +3.9% | +8.9% | -5.0% | +1.9% |
| 6M | +26.4% | -14.5% | +40.8% | +26.7% |
| YTD | -14.9% | -0.7% | -14.2% | -17.1% |
| 1Y | -20.4% | -4.1% | -16.4% | -23.3% |
| 3Y | +38.8% | +148.9% | -110.1% | +10.5% |
| 5Y | +97.0% | +300.0% | -203.0% | +36.9% |
| 10Y | +999.8% | +994.3% | +5.5% | +436.3% |
| All | +999.8% | +908.7% | +91.1% | +436.3% |
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