+34.3%
ED vs UEC
+151.4%
-117.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -0.2% | -6.9% | +6.7% | -0.4% |
| 30D | -0.1% | +7.6% | -7.8% | +0.2% |
| 3M | +3.9% | -18.4% | +22.3% | +3.7% |
| 6M | -3.0% | -23.3% | +20.2% | -3.2% |
| YTD | +10.7% | -1.2% | +11.9% | +11.5% |
| 1Y | +13.3% | +2.3% | +11.0% | +14.6% |
| All | +34.3% | +151.4% | -117.2% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling