+16.3%
BABA vs UEC
+419.6%
-403.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.9% | +3.4% | -1.9% |
| 7D | +2.4% | -5.2% | +7.5% | +2.7% |
| 30D | -7.8% | -22.0% | +14.2% | -5.6% |
| 3M | -22.4% | -37.0% | +14.6% | -19.1% |
| 6M | -26.0% | -52.7% | +26.7% | -21.0% |
| YTD | -29.3% | -38.6% | +9.3% | -27.1% |
| 1Y | -37.5% | -44.6% | +7.1% | -35.2% |
| 3Y | +31.9% | +27.1% | +4.8% | +19.4% |
| 5Y | -33.4% | +37.9% | -71.3% | -43.3% |
| 10Y | +15.7% | +631.6% | -615.9% | -25.4% |
| All | +16.3% | +419.6% | -403.3% | -27.2% |
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