+30,355.4%
AVGO vs UEC
+182.4%
+30,173.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.9% |
| 7D | +6.1% | +0.6% | +5.5% | +6.0% |
| 30D | -2.7% | -18.1% | +15.4% | +0.3% |
| 3M | -16.9% | -36.9% | +20.0% | -11.3% |
| 6M | -19.1% | -56.1% | +37.0% | -9.6% |
| YTD | +0.3% | -38.1% | +38.4% | +5.0% |
| 1Y | -1.2% | -41.7% | +40.5% | +4.2% |
| 3Y | +272.4% | +28.2% | +244.2% | +237.3% |
| 5Y | +579.0% | +31.7% | +547.3% | +471.7% |
| 10Y | +2,584.7% | +685.9% | +1,898.9% | +1,410.6% |
| All | +30,355.4% | +182.4% | +30,173.0% | +15,011.4% |
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 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