+2.1%
AS vs UEC
-46.3%
+48.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.9% | +10.0% | +5.7% |
| 7D | +13.8% | -13.8% | +27.6% | +15.9% |
| 30D | +16.7% | -23.1% | +39.8% | +20.4% |
| 3M | -11.5% | -31.5% | +20.0% | -7.6% |
| 6M | -5.5% | -51.5% | +46.0% | +2.4% |
| YTD | -14.2% | -38.4% | +24.3% | -13.3% |
| 1Y | +2.1% | -44.7% | +46.8% | +4.2% |
| All | +2.1% | -46.3% | +48.4% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling