+1,859.8%
CAT vs UEC
+73.5%
+1,786.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | +1.7% | -6.9% | +8.6% | +2.6% |
| 30D | -6.6% | +7.6% | -14.2% | -7.6% |
| 3M | -13.3% | -18.4% | +5.1% | -11.7% |
| 6M | +11.6% | -23.3% | +34.9% | +13.9% |
| YTD | +42.9% | -1.2% | +44.1% | +40.9% |
| 1Y | +95.4% | +2.3% | +93.1% | +90.0% |
| 3Y | +196.6% | +162.3% | +34.3% | +148.1% |
| 5Y | +321.7% | +287.2% | +34.4% | +217.4% |
| 10Y | +1,140.8% | +1,009.6% | +131.2% | +631.4% |
| All | +1,859.8% | +73.5% | +1,786.3% | +876.2% |
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