-44.7%
UEC vs JAAA
+4.8%
-49.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -13.8% | +0.2% | -13.9% | -15.7% |
| 30D | -23.1% | +0.4% | -23.5% | -27.9% |
| 3M | -31.5% | +1.2% | -32.7% | -43.1% |
| 6M | -51.5% | +2.3% | -53.8% | -66.1% |
| YTD | -38.4% | +3.9% | -42.3% | -61.8% |
| 1Y | -44.7% | +4.8% | -49.5% | -65.4% |
| All | -44.7% | +4.8% | -49.5% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 1y: compounded portfolio wealth divided by compounded JAAA 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…
1y analysis · Full analysis span regression · 6 months rolling