+218.9%
CRWD vs UEC
+273.6%
-54.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.6% |
| 7D | -2.8% | -4.3% | +1.4% | -2.0% |
| 30D | -5.9% | -3.8% | -2.0% | -5.4% |
| 3M | +29.0% | +17.0% | +12.0% | +23.7% |
| 6M | +91.5% | -23.9% | +115.4% | +97.0% |
| YTD | +78.2% | -5.7% | +83.9% | +71.5% |
| 1Y | +96.6% | -12.5% | +109.2% | +88.0% |
| 3Y | +397.0% | +136.5% | +260.5% | +230.9% |
| 5Y | +218.9% | +243.3% | -24.4% | +73.7% |
| All | +218.9% | +273.6% | -54.7% | +73.7% |
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