+85.2%
AZO vs UEC
+198.6%
-113.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.1% |
| 7D | -3.6% | -9.4% | +5.9% | -3.2% |
| 30D | -5.6% | -8.0% | +2.5% | -5.3% |
| 3M | -6.6% | -1.7% | -5.0% | -6.8% |
| 6M | -22.5% | -26.1% | +3.6% | -22.0% |
| YTD | -15.2% | -10.5% | -4.6% | -15.6% |
| 1Y | -33.9% | -13.3% | -20.7% | -34.5% |
| 3Y | +11.8% | +116.4% | -104.5% | +2.8% |
| All | +85.2% | +198.6% | -113.3% | +63.0% |
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