-59.2%
AVTR vs UEC
+39.8%
-99.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +1.0% |
| 7D | +0.5% | +0.6% | 0.0% | +0.4% |
| 30D | +1.5% | -18.1% | +19.7% | +2.9% |
| 3M | +14.2% | -36.9% | +51.1% | +17.8% |
| 6M | +97.4% | -56.1% | +153.5% | +108.2% |
| YTD | +37.3% | -38.1% | +75.4% | +39.7% |
| 1Y | +36.8% | -41.7% | +78.5% | +39.3% |
| 3Y | -15.2% | +28.2% | -43.4% | -25.1% |
| 5Y | -59.2% | +31.7% | -90.9% | -66.6% |
| All | -59.2% | +39.8% | -99.0% | -66.6% |
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 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