+722.9%
A vs UEC
+14.6%
+708.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +10.1% | -7.0% | +2.2% |
| 7D | +4.8% | +1.5% | +3.3% | +4.5% |
| 30D | +5.6% | -17.1% | +22.7% | +7.3% |
| 3M | +23.6% | -32.3% | +55.9% | +27.6% |
| 6M | +56.4% | -49.7% | +106.1% | +64.4% |
| YTD | +33.4% | -34.8% | +68.2% | +35.6% |
| 1Y | +23.7% | -37.5% | +61.2% | +25.8% |
| 3Y | +71.0% | +37.1% | +33.9% | +54.5% |
| 5Y | +16.8% | +44.3% | -27.5% | -0.1% |
| 10Y | +323.8% | +737.4% | -413.6% | +169.6% |
| All | +722.9% | +14.6% | +708.3% | +386.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling