+36.3%
DD vs UEC
-4.1%
+40.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.3% |
| 7D | -3.8% | -0.2% | -3.6% | -3.8% |
| 30D | -9.2% | +1.9% | -11.2% | -9.6% |
| 3M | -9.0% | +8.9% | -17.9% | -10.3% |
| 6M | -5.0% | -14.5% | +9.5% | -4.8% |
| YTD | +7.4% | -0.7% | +8.1% | +8.0% |
| All | +36.3% | -4.1% | +40.3% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling