+198.6%
AU vs UEC
+78.8%
+119.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.2% | -1.6% |
| 7D | -0.3% | +2.6% | -2.9% | -0.6% |
| 30D | +12.8% | +5.6% | +7.2% | +11.9% |
| 3M | +28.5% | -5.7% | +34.2% | +29.1% |
| 6M | +4.8% | -8.0% | +12.9% | +5.5% |
| YTD | +31.0% | +1.8% | +29.2% | +29.9% |
| 1Y | +81.4% | +0.6% | +80.8% | +79.1% |
| 3Y | +618.4% | +155.2% | +463.3% | +510.4% |
| 5Y | +686.3% | +305.8% | +380.5% | +493.9% |
| 10Y | +664.5% | +943.0% | -278.5% | +351.8% |
| All | +198.6% | +78.8% | +119.8% | +56.9% |
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 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