+40.4%
AVAV vs UEC
+274.7%
-234.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -2.2% | -6.9% | +4.7% | -0.5% |
| 30D | -13.9% | +7.6% | -21.6% | -15.7% |
| 3M | -29.2% | -18.4% | -10.8% | -26.4% |
| 6M | -36.1% | -23.3% | -12.9% | -33.5% |
| YTD | -40.2% | -1.2% | -39.0% | -41.1% |
| 1Y | -36.2% | +2.3% | -38.5% | -38.3% |
| 3Y | +47.5% | +162.3% | -114.7% | +8.6% |
| All | +40.4% | +274.7% | -234.2% | -7.9% |
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 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