+31.1%
BABA vs UEC
+28.2%
+3.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -3.6% | +0.6% | -4.1% | -3.8% |
| 30D | -8.4% | -18.1% | +9.8% | -6.7% |
| 3M | -20.6% | -36.9% | +16.3% | -17.3% |
| 6M | -25.4% | -56.1% | +30.7% | -19.3% |
| YTD | -30.1% | -38.1% | +8.0% | -27.5% |
| 1Y | -36.3% | -41.7% | +5.4% | -33.9% |
| All | +31.1% | +28.2% | +3.0% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling