+25.3%
CRM vs UEC
-20.9%
+46.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.5% |
| 7D | -8.1% | -4.3% | -3.8% | -8.1% |
| 30D | +23.1% | -3.8% | +26.9% | +23.3% |
| 3M | +42.5% | +17.0% | +25.6% | +44.3% |
| 6M | +25.3% | -23.9% | +49.2% | +26.4% |
| All | +25.3% | -20.9% | +46.2% | +26.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling