+364.8%
ALL vs UEC
+908.7%
-543.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.2% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | -5.6% | +1.9% | -7.5% | -5.9% |
| 3M | +17.2% | +8.9% | +8.3% | +16.0% |
| 6M | +23.2% | -14.5% | +37.7% | +23.0% |
| YTD | +23.6% | -0.7% | +24.3% | +21.2% |
| 1Y | +29.2% | -4.1% | +33.2% | +25.9% |
| 3Y | +153.8% | +148.9% | +4.9% | +120.8% |
| 5Y | +116.1% | +300.0% | -183.9% | +70.5% |
| 10Y | +364.8% | +994.3% | -629.5% | +178.0% |
| All | +364.8% | +908.7% | -543.9% | +178.0% |
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