+409.8%
ED vs UEC
+7.8%
+401.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.7% | +0.9% |
| 7D | +2.1% | -5.2% | +7.3% | +2.2% |
| 30D | +12.4% | -22.0% | +34.4% | +12.9% |
| 3M | +13.1% | -37.0% | +50.1% | +14.0% |
| 6M | +14.1% | -52.7% | +66.8% | +15.4% |
| YTD | +23.1% | -38.6% | +61.7% | +23.4% |
| 1Y | +25.4% | -44.6% | +70.0% | +26.0% |
| 3Y | +47.9% | +27.1% | +20.7% | +43.9% |
| 5Y | +81.9% | +37.9% | +44.0% | +74.0% |
| 10Y | +141.3% | +631.6% | -490.4% | +111.8% |
| All | +409.8% | +7.8% | +401.9% | +325.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling