-63.6%
AVTR vs UEC
+299.0%
-362.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.2% | +1.7% |
| 7D | +7.4% | +2.6% | +4.8% | +7.2% |
| 30D | +12.2% | +5.6% | +6.6% | +11.7% |
| 3M | +57.4% | -5.7% | +63.1% | +57.3% |
| 6M | +86.7% | -8.0% | +94.7% | +85.8% |
| YTD | +33.1% | +1.8% | +31.3% | +31.0% |
| 1Y | +16.1% | +0.6% | +15.6% | +12.9% |
| 3Y | -24.6% | +155.2% | -179.8% | -36.0% |
| All | -63.6% | +299.0% | -362.6% | -69.9% |
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