+930.3%
ATI vs UEC
+616.1%
+314.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.7% | -3.3% |
| 7D | +4.2% | -3.8% | +7.9% | +4.9% |
| 30D | -2.5% | -13.5% | +11.0% | +0.3% |
| 3M | -19.4% | -40.5% | +21.1% | -11.2% |
| 6M | +11.1% | -56.7% | +67.7% | +28.9% |
| YTD | +59.5% | -43.0% | +102.5% | +72.0% |
| 1Y | +85.8% | -42.5% | +128.3% | +98.7% |
| 3Y | +311.9% | +11.6% | +300.3% | +251.7% |
| 5Y | +963.2% | +21.8% | +941.5% | +703.1% |
| All | +930.3% | +616.1% | +314.2% | +336.6% |
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 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