+97.0%
ARES vs UEC
+289.3%
-192.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.0% |
| 3M | +3.9% | +8.9% | -5.0% | +1.8% |
| 6M | +26.4% | -14.5% | +40.8% | +26.7% |
| YTD | -14.9% | -0.7% | -14.2% | -17.4% |
| 1Y | -20.4% | -4.1% | -16.4% | -23.7% |
| 3Y | +38.8% | +148.9% | -110.1% | +6.9% |
| 5Y | +97.0% | +300.0% | -203.0% | +35.5% |
| All | +97.0% | +289.3% | -192.3% | +35.5% |
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