+718.9%
AVGO vs UEC
+278.7%
+440.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.0% | -0.1% | +2.4% |
| 7D | -0.3% | +2.6% | -2.9% | -0.8% |
| 30D | -13.8% | +5.6% | -19.4% | -15.1% |
| 3M | -6.9% | -5.7% | -1.2% | -6.9% |
| 6M | +11.9% | -8.0% | +20.0% | +11.4% |
| YTD | +6.9% | +1.8% | +5.1% | +2.8% |
| 1Y | +7.4% | +0.6% | +6.8% | +2.5% |
| 3Y | +345.6% | +155.2% | +190.4% | +247.5% |
| 5Y | +718.9% | +305.8% | +413.1% | +477.3% |
| All | +718.9% | +278.7% | +440.2% | +477.3% |
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