-36.6%
EFX vs UEC
+289.3%
-325.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -1.9% |
| 7D | -9.4% | -0.2% | -9.2% | -9.4% |
| 30D | -6.9% | +1.9% | -8.8% | -7.2% |
| 3M | +0.1% | +8.9% | -8.8% | -1.1% |
| 6M | -17.3% | -14.5% | -2.9% | -17.4% |
| YTD | -21.8% | -0.7% | -21.1% | -23.7% |
| 1Y | -32.5% | -4.1% | -28.5% | -34.8% |
| 3Y | -12.3% | +148.9% | -161.3% | -28.3% |
| 5Y | -36.6% | +300.0% | -336.6% | -52.5% |
| All | -36.6% | +289.3% | -325.9% | -52.5% |
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