+1,076.9%
ATI vs UEC
+289.3%
+787.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | +0.1% |
| 7D | +2.4% | -0.2% | +2.6% | +2.4% |
| 30D | -9.5% | +1.9% | -11.4% | -10.2% |
| 3M | +10.4% | +8.9% | +1.5% | +7.7% |
| 6M | +31.8% | -14.5% | +46.3% | +32.6% |
| YTD | +80.0% | -0.7% | +80.7% | +74.7% |
| 1Y | +175.8% | -4.1% | +179.9% | +164.7% |
| 3Y | +364.2% | +148.9% | +215.3% | +248.6% |
| 5Y | +1,076.9% | +300.0% | +776.9% | +694.8% |
| All | +1,076.9% | +289.3% | +787.6% | +694.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling