+577.6%
ALL vs UEC
+4.1%
+573.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.8% | -11.3% | -4.9% |
| 7D | -1.9% | -10.2% | +8.3% | -1.3% |
| 30D | +13.8% | -26.9% | +40.7% | +15.9% |
| 3M | -7.0% | -35.7% | +28.7% | -4.8% |
| 6M | +18.0% | -56.1% | +74.2% | +23.1% |
| YTD | +24.2% | -40.8% | +65.0% | +25.7% |
| 1Y | +31.2% | -43.4% | +74.5% | +32.7% |
| 3Y | +107.5% | +25.4% | +82.2% | +91.2% |
| 5Y | +144.8% | +51.1% | +93.7% | +113.0% |
| 10Y | +375.8% | +695.4% | -319.6% | +227.7% |
| All | +577.6% | +4.1% | +573.6% | +297.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling