+91.9%
ATI vs UEC
-46.0%
+138.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.9% | +7.3% | +2.8% |
| 7D | +13.0% | +4.9% | +8.0% | +11.6% |
| 30D | +0.2% | -17.5% | +17.7% | +4.2% |
| 3M | -17.5% | -40.1% | +22.7% | -8.9% |
| 6M | +18.1% | -56.1% | +74.2% | +36.8% |
| YTD | +65.7% | -41.8% | +107.5% | +77.3% |
| 1Y | +91.9% | -44.8% | +136.7% | +106.6% |
| All | +91.9% | -46.0% | +138.0% | +106.6% |
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 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