+193.5%
ECL vs UEC
+696.7%
-503.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.3% |
| 7D | +0.4% | -5.2% | +5.6% | +0.8% |
| 30D | +8.6% | -22.0% | +30.6% | +10.7% |
| 3M | +7.9% | -37.0% | +44.9% | +11.8% |
| 6M | +21.0% | -52.7% | +73.7% | +27.6% |
| YTD | +17.5% | -38.6% | +56.1% | +19.8% |
| 1Y | +19.7% | -44.6% | +64.2% | +22.6% |
| 3Y | +77.4% | +27.1% | +50.3% | +59.4% |
| 5Y | +38.7% | +37.9% | +0.8% | +16.3% |
| 10Y | +193.5% | +631.6% | -438.1% | +71.7% |
| All | +193.5% | +696.7% | -503.2% | +71.7% |
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 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