+939.4%
ATI vs UEC
+38.7%
+900.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.8% | 0.0% |
| 7D | +1.3% | -5.2% | +6.5% | +2.3% |
| 30D | -4.8% | -22.0% | +17.2% | -0.4% |
| 3M | -19.9% | -37.0% | +17.1% | -13.4% |
| 6M | +15.4% | -52.7% | +68.1% | +29.8% |
| YTD | +59.2% | -38.6% | +97.8% | +68.4% |
| 1Y | +86.3% | -44.6% | +130.8% | +99.4% |
| 3Y | +318.2% | +27.1% | +291.1% | +252.1% |
| All | +939.4% | +38.7% | +900.7% | +708.5% |
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 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