+322.7%
EAT vs UEC
+278.7%
+44.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.0% | -6.4% | -3.8% |
| 7D | -4.9% | +2.6% | -7.5% | -5.2% |
| 30D | -1.2% | +5.6% | -6.8% | -2.2% |
| 3M | +52.2% | -5.7% | +58.0% | +51.8% |
| 6M | +65.0% | -8.0% | +73.1% | +63.1% |
| YTD | +55.0% | +1.8% | +53.2% | +49.6% |
| 1Y | +42.1% | +0.6% | +41.5% | +35.4% |
| 3Y | +614.7% | +155.2% | +459.6% | +465.0% |
| 5Y | +322.7% | +305.8% | +16.9% | +213.0% |
| All | +322.7% | +278.7% | +44.1% | +213.0% |
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