+286.5%
C vs UEC
+933.9%
-647.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -1.1% |
| 7D | +3.2% | +2.6% | +0.6% | +2.8% |
| 30D | +1.3% | +5.6% | -4.3% | +0.1% |
| 3M | +3.1% | -5.7% | +8.8% | +2.9% |
| 6M | +29.6% | -8.0% | +37.7% | +28.5% |
| YTD | +19.0% | +1.8% | +17.2% | +15.2% |
| 1Y | +45.6% | +0.6% | +45.1% | +39.2% |
| 3Y | +269.3% | +155.2% | +114.1% | +190.0% |
| 5Y | +131.6% | +305.8% | -174.2% | +52.6% |
| 10Y | +286.5% | +943.0% | -656.4% | +66.0% |
| All | +286.5% | +933.9% | -647.4% | +66.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling