+35.1%
AVTR vs UEC
-46.3%
+81.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.6% |
| 7D | -6.2% | -13.8% | +7.6% | -5.7% |
| 30D | -1.0% | -23.1% | +22.1% | -0.1% |
| 3M | +14.4% | -31.5% | +45.9% | +16.1% |
| 6M | +95.9% | -51.5% | +147.4% | +101.7% |
| YTD | +36.6% | -38.4% | +75.0% | +42.3% |
| 1Y | +35.1% | -44.7% | +79.8% | +39.6% |
| All | +35.1% | -46.3% | +81.5% | +39.6% |
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 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