+50.1%
EFA vs UEC
+21.1%
+29.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.3% |
| 7D | +2.2% | -3.8% | +6.0% | +2.6% |
| 30D | +1.4% | -13.5% | +14.9% | +2.6% |
| 3M | -4.2% | -40.5% | +36.3% | +0.1% |
| 6M | +1.9% | -56.7% | +58.6% | +8.8% |
| YTD | +10.2% | -43.0% | +53.2% | +13.7% |
| 1Y | +12.8% | -42.5% | +55.3% | +15.9% |
| 3Y | +65.2% | +11.6% | +53.6% | +52.2% |
| All | +50.1% | +21.1% | +29.0% | +30.7% |
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 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