+54.5%
AR vs UEC
+696.7%
-642.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.6% | +0.7% | +3.6% |
| 7D | -5.8% | -5.2% | -0.6% | -4.9% |
| 30D | +4.8% | -22.0% | +26.8% | +9.2% |
| 3M | +1.5% | -37.0% | +38.5% | +9.2% |
| 6M | +4.7% | -52.7% | +57.4% | +16.3% |
| YTD | +9.2% | -38.6% | +47.8% | +11.7% |
| 1Y | +11.2% | -44.6% | +55.8% | +15.3% |
| 3Y | +46.2% | +27.1% | +19.1% | +15.8% |
| 5Y | +98.1% | +37.9% | +60.2% | +40.4% |
| 10Y | +54.5% | +631.6% | -577.1% | -27.9% |
| All | +54.5% | +696.7% | -642.1% | -27.9% |
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