+43.2%
ARES vs UEC
+156.3%
-113.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.1% | -1.5% |
| 7D | -0.3% | +2.6% | -2.9% | -0.7% |
| 30D | +1.3% | +5.6% | -4.3% | +0.3% |
| 3M | +10.4% | -5.7% | +16.1% | +10.2% |
| 6M | +29.0% | -8.0% | +37.1% | +28.0% |
| YTD | -12.2% | +1.8% | -14.0% | -14.7% |
| 1Y | -18.4% | +0.6% | -19.0% | -21.9% |
| 3Y | +43.2% | +155.2% | -112.0% | +10.6% |
| All | +43.2% | +156.3% | -113.1% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling