+77.2%
CAPR vs UEC
-40.9%
+118.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.1% | -0.7% | +4.1% |
| 7D | +36.0% | +1.5% | +34.6% | +34.4% |
| 30D | +25.8% | -17.1% | +42.9% | +38.1% |
| 3M | +140.8% | -32.3% | +173.2% | +190.4% |
| 6M | -67.6% | -49.7% | -17.8% | -56.5% |
| YTD | -65.9% | -34.8% | -31.1% | -82.7% |
| All | +77.2% | -40.9% | +118.0% | -60.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling