+216.5%
AZN vs UEC
+885.8%
-669.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +0.6% |
| 7D | -1.6% | -9.4% | +7.9% | -1.0% |
| 30D | +1.1% | -8.0% | +9.1% | +1.4% |
| 3M | -12.1% | -1.7% | -10.4% | -12.3% |
| 6M | -17.1% | -26.1% | +9.0% | -16.4% |
| YTD | -12.0% | -10.5% | -1.4% | -12.7% |
| 1Y | -0.2% | -13.3% | +13.1% | -1.6% |
| 3Y | +26.8% | +116.4% | -89.6% | +13.9% |
| 5Y | +56.9% | +225.5% | -168.7% | +31.4% |
| All | +216.5% | +885.8% | -669.3% | +118.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling