+216.1%
C vs UEC
+20.6%
+195.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.6% |
| 7D | +4.7% | +4.9% | -0.2% | +4.1% |
| 30D | +0.2% | -17.5% | +17.6% | +2.1% |
| 3M | -9.3% | -40.1% | +30.8% | -4.7% |
| 6M | -0.8% | -56.1% | +55.3% | +6.8% |
| YTD | +8.5% | -41.8% | +50.3% | +12.3% |
| 1Y | +23.1% | -44.8% | +67.9% | +27.6% |
| All | +216.1% | +20.6% | +195.6% | +190.3% |
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