+127.9%
ATI vs UEC
+73.5%
+54.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.9% |
| 7D | -0.1% | -6.9% | +6.9% | +1.4% |
| 30D | +2.7% | +7.6% | -4.9% | +0.8% |
| 3M | +16.3% | -18.4% | +34.7% | +19.4% |
| 6M | +30.2% | -23.3% | +53.4% | +33.9% |
| YTD | +83.6% | -1.2% | +84.8% | +78.0% |
| 1Y | +173.0% | +2.3% | +170.7% | +157.8% |
| 3Y | +356.6% | +162.3% | +194.4% | +234.7% |
| 5Y | +1,074.2% | +287.2% | +786.9% | +617.5% |
| 10Y | +1,136.2% | +1,009.6% | +126.6% | +410.4% |
| All | +127.9% | +73.5% | +54.3% | -33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling