-28.3%
BABA vs UEC
+47.5%
-75.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.8% | -5.5% | +0.3% |
| 7D | +11.6% | -10.2% | +21.9% | +13.1% |
| 30D | +2.3% | -26.9% | +29.2% | +6.4% |
| 3M | -13.7% | -35.7% | +22.0% | -9.3% |
| 6M | -21.9% | -56.1% | +34.2% | -14.1% |
| YTD | -24.6% | -40.8% | +16.1% | -21.3% |
| 1Y | -34.1% | -43.4% | +9.3% | -31.2% |
| 3Y | +36.3% | +25.4% | +10.9% | +17.7% |
| All | -28.3% | +47.5% | -75.8% | -44.0% |
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