+528.9%
AVAV vs UEC
+73.5%
+455.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -2.2% | -6.9% | +4.7% | -1.4% |
| 30D | -13.9% | +7.6% | -21.6% | -14.8% |
| 3M | -29.2% | -18.4% | -10.8% | -27.7% |
| 6M | -36.1% | -23.3% | -12.9% | -34.6% |
| YTD | -40.2% | -1.2% | -39.0% | -40.6% |
| 1Y | -36.2% | +2.3% | -38.5% | -37.2% |
| 3Y | +47.5% | +162.3% | -114.7% | +26.6% |
| 5Y | +39.3% | +287.2% | -248.0% | +10.3% |
| 10Y | +482.6% | +1,009.6% | -527.1% | +286.2% |
| All | +528.9% | +73.5% | +455.4% | +298.6% |
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