+1,044.2%
AWK vs UEC
+177.5%
+866.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +1.4% |
| 7D | +0.1% | -3.8% | +3.9% | +0.2% |
| 30D | +14.3% | -13.5% | +27.8% | +14.7% |
| 3M | +10.3% | -40.5% | +50.8% | +12.0% |
| 6M | +18.9% | -56.7% | +75.6% | +21.8% |
| YTD | +17.7% | -43.0% | +60.7% | +18.7% |
| 1Y | +16.9% | -42.5% | +59.4% | +17.6% |
| 3Y | +32.2% | +11.6% | +20.6% | +26.7% |
| 5Y | -2.2% | +21.8% | -23.9% | -8.9% |
| 10Y | +156.1% | +623.9% | -467.8% | +105.8% |
| All | +1,044.2% | +177.5% | +866.7% | +796.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling