+497.9%
AZN vs UEC
+74.4%
+423.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.8% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -3.1% | +1.9% | -5.0% | -3.3% |
| 3M | -14.4% | +8.9% | -23.4% | -15.1% |
| 6M | -19.5% | -14.5% | -5.0% | -19.5% |
| YTD | -13.8% | -0.7% | -13.1% | -14.8% |
| 1Y | -2.4% | -4.1% | +1.7% | -4.0% |
| 3Y | +21.3% | +148.9% | -127.7% | +10.3% |
| 5Y | +53.6% | +300.0% | -246.4% | +31.6% |
| 10Y | +220.1% | +994.3% | -774.2% | +140.5% |
| All | +497.9% | +74.4% | +423.4% | +302.8% |
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