+379.1%
AVAV vs UEC
+765.9%
-386.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +10.1% | +2.5% | +10.5% |
| 7D | +3.2% | +1.5% | +1.7% | +3.2% |
| 30D | -7.4% | -17.1% | +9.7% | -3.8% |
| 3M | -32.0% | -32.3% | +0.3% | -26.8% |
| 6M | -24.6% | -49.7% | +25.2% | -14.8% |
| YTD | -47.5% | -34.8% | -12.8% | -43.8% |
| 1Y | -61.5% | -37.5% | -23.9% | -58.4% |
| 3Y | +5.5% | +37.1% | -31.6% | -6.8% |
| 5Y | +35.7% | +44.3% | -8.6% | +9.9% |
| 10Y | +379.1% | +737.4% | -358.3% | +199.7% |
| All | +379.1% | +765.9% | -386.8% | +199.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling