+1,115.4%
ARES vs UEC
+535.5%
+579.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.9% | +2.6% | -2.6% |
| 7D | -0.3% | +4.9% | -5.3% | -1.0% |
| 30D | +15.3% | -17.5% | +32.8% | +17.6% |
| 3M | -5.4% | -40.1% | +34.8% | 0.0% |
| 6M | +10.0% | -56.1% | +66.2% | +19.6% |
| YTD | -14.7% | -41.8% | +27.1% | -11.3% |
| 1Y | -9.7% | -44.8% | +35.1% | -5.9% |
| 3Y | +35.8% | +20.6% | +15.2% | +23.2% |
| 5Y | +80.9% | +24.3% | +56.6% | +54.7% |
| 10Y | +1,089.9% | +639.1% | +450.8% | +657.4% |
| All | +1,115.4% | +535.5% | +579.9% | +671.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling