+15.2%
D vs UEC
+47.5%
-32.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.8% | -8.3% | -1.7% |
| 7D | +3.0% | -10.2% | +13.2% | +3.2% |
| 30D | +11.5% | -26.9% | +38.4% | +12.3% |
| 3M | +3.7% | -35.7% | +39.4% | +4.8% |
| 6M | +13.5% | -56.1% | +69.7% | +15.7% |
| YTD | +20.7% | -40.8% | +61.5% | +21.5% |
| 1Y | +18.2% | -43.4% | +61.6% | +19.0% |
| 3Y | +73.3% | +25.4% | +47.9% | +65.9% |
| All | +15.2% | +47.5% | -32.4% | +9.2% |
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 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