-14.9%
A vs UEC
+278.7%
-293.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.0% | -5.7% | -2.9% |
| 7D | -2.1% | +2.6% | -4.6% | -2.3% |
| 30D | +0.6% | +5.6% | -5.0% | 0.0% |
| 3M | +10.9% | -5.7% | +16.6% | +10.8% |
| 6M | +28.2% | -8.0% | +36.2% | +27.4% |
| YTD | +8.6% | +1.8% | +6.8% | +6.4% |
| 1Y | +15.5% | +0.6% | +14.9% | +12.0% |
| 3Y | +31.8% | +155.2% | -123.3% | +10.7% |
| 5Y | -14.9% | +305.8% | -320.7% | -33.1% |
| All | -14.9% | +278.7% | -293.5% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling