+13.5%
AVTR vs UEC
-1.0%
+14.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | +2.7% | -6.9% | +9.6% | +2.7% |
| 30D | +12.1% | +7.6% | +4.4% | +12.1% |
| 3M | +57.2% | -18.4% | +75.6% | +57.6% |
| 6M | +73.1% | -23.3% | +96.3% | +72.4% |
| YTD | +30.6% | -1.2% | +31.8% | +35.6% |
| 1Y | +13.5% | +2.3% | +11.2% | +21.7% |
| All | +13.5% | -1.0% | +14.5% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling