+59.5%
ACWI vs UEC
+23.6%
+35.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.4% | +0.1% |
| 7D | +2.7% | +4.9% | -2.2% | +2.1% |
| 30D | -2.6% | -17.5% | +14.9% | -0.8% |
| 3M | -3.2% | -40.1% | +37.0% | +1.5% |
| 6M | +1.9% | -56.1% | +58.0% | +9.4% |
| YTD | +11.3% | -41.8% | +53.1% | +14.9% |
| 1Y | +11.7% | -44.8% | +56.5% | +15.4% |
| 3Y | +74.4% | +20.6% | +53.8% | +57.2% |
| 5Y | +59.5% | +24.3% | +35.2% | +35.4% |
| All | +59.5% | +23.6% | +35.8% | +35.4% |
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