+122.2%
ALL vs UEC
+274.7%
-152.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | 0.0% | -6.9% | +7.0% | +0.2% |
| 30D | -1.5% | +7.6% | -9.1% | -1.8% |
| 3M | +23.6% | -18.4% | +42.0% | +24.2% |
| 6M | +22.3% | -23.3% | +45.6% | +22.8% |
| YTD | +26.5% | -1.2% | +27.7% | +25.0% |
| 1Y | +27.0% | +2.3% | +24.7% | +24.4% |
| 3Y | +149.6% | +162.3% | -12.7% | +123.5% |
| All | +122.2% | +274.7% | -152.4% | +94.4% |
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