+363.8%
ALL vs UEC
+765.9%
-402.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.1% | -10.5% | -1.0% |
| 7D | -3.9% | +1.5% | -5.3% | -4.0% |
| 30D | +10.6% | -17.1% | +27.7% | +11.6% |
| 3M | -4.6% | -32.3% | +27.8% | -2.8% |
| 6M | +20.2% | -49.7% | +69.9% | +24.0% |
| YTD | +23.7% | -34.8% | +58.5% | +24.1% |
| 1Y | +27.9% | -37.5% | +65.4% | +28.2% |
| 3Y | +109.2% | +37.1% | +72.1% | +89.4% |
| 5Y | +148.0% | +44.3% | +103.7% | +113.0% |
| 10Y | +363.8% | +737.4% | -373.6% | +180.4% |
| All | +363.8% | +765.9% | -402.1% | +180.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling