+575.6%
AU vs UEC
+134.5%
+441.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | -2.9% |
| 7D | -7.0% | -4.3% | -2.7% | -5.9% |
| 30D | +7.3% | -3.8% | +11.1% | +8.2% |
| 3M | +33.2% | +17.0% | +16.2% | +27.8% |
| 6M | -0.6% | -23.9% | +23.3% | +4.7% |
| YTD | +26.2% | -5.7% | +31.8% | +27.4% |
| 1Y | +68.3% | -12.5% | +80.8% | +71.0% |
| All | +575.6% | +134.5% | +441.1% | +503.9% |
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