+43.8%
D vs UEC
+765.9%
-722.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.1% | -10.6% | -1.0% |
| 7D | +0.8% | +1.5% | -0.7% | +0.6% |
| 30D | +10.7% | -17.1% | +27.8% | +11.4% |
| 3M | +2.3% | -32.3% | +34.6% | +3.8% |
| 6M | +12.5% | -49.7% | +62.2% | +15.2% |
| YTD | +20.1% | -34.8% | +54.9% | +20.9% |
| 1Y | +15.6% | -37.5% | +53.1% | +16.3% |
| 3Y | +75.2% | +37.1% | +38.1% | +65.1% |
| 5Y | +14.6% | +44.3% | -29.7% | +4.1% |
| 10Y | +43.8% | +737.4% | -693.6% | +3.5% |
| All | +43.8% | +765.9% | -722.2% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling