+988.5%
UEC vs JAAA
+29.4%
+959.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | -9.4% | +0.1% | -9.5% | -9.6% |
| 30D | -8.0% | +0.5% | -8.5% | -9.1% |
| 3M | -1.7% | +1.3% | -3.0% | -4.4% |
| 6M | -26.1% | +2.8% | -28.9% | -30.4% |
| YTD | -10.5% | +3.3% | -13.8% | -16.3% |
| 1Y | -13.3% | +4.9% | -18.2% | -21.3% |
| 3Y | +116.4% | +19.0% | +97.4% | +61.3% |
| 5Y | +225.5% | +26.9% | +198.7% | +118.8% |
| All | +988.5% | +29.4% | +959.2% | +402.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling