+138.0%
B vs UEC
+47.5%
+90.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.2% | -0.7% |
| 7D | +9.6% | -10.2% | +19.8% | +11.5% |
| 30D | +3.5% | -26.9% | +30.4% | +9.2% |
| 3M | -1.6% | -35.7% | +34.1% | +6.0% |
| 6M | -1.7% | -56.1% | +54.5% | +12.2% |
| YTD | -5.3% | -40.8% | +35.4% | +2.5% |
| 1Y | +27.2% | -43.4% | +70.6% | +38.0% |
| 3Y | +166.1% | +25.4% | +140.7% | +148.4% |
| All | +138.0% | +47.5% | +90.4% | +112.4% |
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