+46.6%
EEM vs UEC
+289.3%
-242.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.3% |
| 7D | +2.0% | -0.2% | +2.2% | +2.0% |
| 30D | +5.1% | +1.9% | +3.1% | +4.7% |
| 3M | +4.6% | +8.9% | -4.3% | +3.2% |
| 6M | +17.8% | -14.5% | +32.2% | +18.2% |
| YTD | +25.8% | -0.7% | +26.5% | +24.2% |
| 1Y | +36.4% | -4.1% | +40.4% | +33.8% |
| 3Y | +90.0% | +148.9% | -58.9% | +64.6% |
| 5Y | +46.6% | +300.0% | -253.4% | +17.0% |
| All | +46.6% | +289.3% | -242.7% | +17.0% |
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