+29.0%
ALL vs UEC
+5.5%
+23.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.0% | -5.4% | -2.1% |
| 7D | -1.7% | +2.6% | -4.3% | -1.5% |
| 30D | -4.7% | +5.6% | -10.3% | -4.2% |
| 3M | +18.4% | -5.7% | +24.1% | +18.9% |
| 6M | +20.5% | -8.0% | +28.5% | +21.7% |
| YTD | +23.5% | +1.8% | +21.7% | +25.5% |
| 1Y | +29.0% | +0.6% | +28.4% | +32.4% |
| All | +29.0% | +5.5% | +23.5% | +32.4% |
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 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