+2,145.6%
AZO vs UEC
+74.4%
+2,071.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.1% | -1.3% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -5.1% | +1.9% | -7.1% | -5.3% |
| 3M | -7.2% | +8.9% | -16.1% | -7.8% |
| 6M | -20.7% | -14.5% | -6.3% | -20.8% |
| YTD | -14.2% | -0.7% | -13.5% | -14.9% |
| 1Y | -32.2% | -4.1% | -28.1% | -33.0% |
| 3Y | +11.1% | +148.9% | -137.8% | +3.3% |
| 5Y | +87.6% | +300.0% | -212.4% | +66.4% |
| 10Y | +302.9% | +994.3% | -691.4% | +224.9% |
| All | +2,145.6% | +74.4% | +2,071.2% | +1,630.9% |
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