+160.5%
ATI vs UEC
-8.9%
+169.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -2.7% |
| 7D | -2.7% | -4.3% | +1.5% | -2.0% |
| 30D | -13.5% | -3.8% | -9.7% | -13.2% |
| 3M | +8.5% | +17.0% | -8.5% | +4.8% |
| 6M | +25.2% | -23.9% | +49.1% | +27.6% |
| YTD | +73.4% | -5.7% | +79.1% | +72.1% |
| 1Y | +160.5% | -12.5% | +173.0% | +164.5% |
| All | +160.5% | -8.9% | +169.4% | +164.5% |
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 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