-13.3%
UEC vs JAAA
+4.9%
-18.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -6.0% |
| 7D | -9.4% | +0.1% | -9.5% | -10.2% |
| 30D | -8.0% | +0.5% | -8.5% | -13.2% |
| 3M | -1.7% | +1.3% | -3.0% | -14.4% |
| 6M | -26.1% | +2.8% | -28.9% | -44.4% |
| YTD | -10.5% | +3.3% | -13.8% | -29.4% |
| 1Y | -13.3% | +4.9% | -18.2% | -37.9% |
| All | -13.3% | +4.9% | -18.2% | -37.9% |
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