+115.6%
CRBG vs UEC
+178.7%
-63.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.6% | +2.2% |
| 7D | +0.6% | -9.4% | +10.0% | +1.9% |
| 30D | +2.6% | -8.0% | +10.6% | +3.4% |
| 3M | +24.0% | -1.7% | +25.7% | +23.3% |
| 6M | +50.5% | -26.1% | +76.7% | +53.8% |
| YTD | +17.1% | -10.5% | +27.7% | +14.7% |
| 1Y | +5.9% | -13.3% | +19.2% | +2.4% |
| 3Y | +122.7% | +116.4% | +6.4% | +66.1% |
| All | +115.6% | +178.7% | -63.1% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling