+366.0%
ATI vs UEC
+156.3%
+209.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.6% | -2.1% |
| 7D | +3.2% | +2.6% | +0.6% | +2.7% |
| 30D | -9.0% | +5.6% | -14.6% | -10.2% |
| 3M | +15.1% | -5.7% | +20.8% | +14.7% |
| 6M | +38.1% | -8.0% | +46.2% | +37.1% |
| YTD | +80.7% | +1.8% | +78.9% | +75.0% |
| 1Y | +167.5% | +0.6% | +166.9% | +155.0% |
| 3Y | +366.0% | +155.2% | +210.8% | +243.4% |
| All | +366.0% | +156.3% | +209.7% | +243.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling