+26.9%
ALL vs UEC
-40.9%
+67.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.1% | -10.5% | +0.5% |
| 7D | -3.9% | +1.5% | -5.3% | -3.6% |
| 30D | +10.6% | -17.1% | +27.7% | +9.4% |
| 3M | -4.6% | -32.3% | +27.8% | -6.8% |
| 6M | +20.2% | -49.7% | +69.9% | +16.7% |
| YTD | +23.7% | -34.8% | +58.5% | +21.4% |
| All | +26.9% | -40.9% | +67.8% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling