+29.1%
UEC vs JAAA
+27.5%
+1.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | -13.5% | +0.4% | -13.9% | -13.9% |
| 3M | -40.5% | +1.2% | -41.7% | -41.3% |
| 6M | -56.7% | +2.3% | -59.0% | -57.8% |
| YTD | -43.0% | +4.0% | -47.0% | -45.3% |
| 1Y | -42.5% | +4.8% | -47.4% | -45.2% |
| 3Y | +11.6% | +18.4% | -6.9% | +4.6% |
| All | +29.1% | +27.5% | +1.5% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling