+67.3%
ED vs UEC
+278.7%
-211.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.9% |
| 7D | +0.5% | +2.6% | -2.1% | +0.5% |
| 30D | +1.1% | +5.6% | -4.5% | +1.1% |
| 3M | +4.6% | -5.7% | +10.4% | +4.7% |
| 6M | -2.0% | -8.0% | +6.1% | -1.9% |
| YTD | +11.7% | +1.8% | +9.9% | +11.5% |
| 1Y | +15.7% | +0.6% | +15.1% | +15.5% |
| 3Y | +34.4% | +155.2% | -120.8% | +30.3% |
| 5Y | +67.3% | +305.8% | -238.5% | +60.9% |
| All | +67.3% | +278.7% | -211.4% | +60.9% |
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