+19.6%
AVAV vs UEC
+47.5%
-28.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +6.8% | +3.7% | +8.7% |
| 7D | -10.6% | -10.2% | -0.3% | -7.9% |
| 30D | -18.8% | -26.9% | +8.1% | -12.1% |
| 3M | -34.1% | -35.7% | +1.6% | -26.8% |
| 6M | -35.3% | -56.1% | +20.8% | -22.2% |
| YTD | -53.4% | -40.8% | -12.6% | -48.0% |
| 1Y | -65.6% | -43.4% | -22.3% | -61.3% |
| 3Y | -5.1% | +25.4% | -30.4% | -17.6% |
| All | +19.6% | +47.5% | -28.0% | -27.7% |
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 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