+33.5%
AVTR vs UEC
-44.0%
+77.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.4% |
| 7D | +3.2% | +4.9% | -1.8% | +2.9% |
| 30D | +0.5% | -17.5% | +17.9% | +1.2% |
| 3M | +12.1% | -40.1% | +52.3% | +14.4% |
| 6M | +91.2% | -56.1% | +147.3% | +98.4% |
| YTD | +36.3% | -41.8% | +78.1% | +43.1% |
| All | +33.5% | -44.0% | +77.5% | +40.9% |
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 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