+149.4%
EFA vs UEC
+73.5%
+75.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | -6.9% | +7.5% | +1.2% |
| 30D | +0.9% | +7.6% | -6.8% | 0.0% |
| 3M | +4.9% | -18.4% | +23.3% | +6.2% |
| 6M | +8.6% | -23.3% | +31.8% | +9.9% |
| YTD | +14.6% | -1.2% | +15.8% | +12.7% |
| 1Y | +22.6% | +2.3% | +20.3% | +19.1% |
| 3Y | +66.5% | +162.3% | -95.8% | +42.9% |
| 5Y | +54.5% | +287.2% | -232.7% | +21.0% |
| 10Y | +144.8% | +1,009.6% | -864.8% | +54.7% |
| All | +149.4% | +73.5% | +75.8% | +34.4% |
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