-64.8%
EL vs UEC
+41.6%
-106.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.3% | +1.6% |
| 7D | +8.0% | +1.5% | +6.5% | +7.7% |
| 30D | +15.4% | -17.1% | +32.5% | +17.7% |
| 3M | +28.5% | -32.3% | +60.8% | +34.2% |
| 6M | +32.2% | -49.7% | +82.0% | +41.4% |
| YTD | +9.2% | -34.8% | +43.9% | +11.8% |
| 1Y | +30.8% | -37.5% | +68.3% | +34.0% |
| 3Y | +3.7% | +37.1% | -33.4% | -9.0% |
| 5Y | -64.8% | +44.3% | -109.1% | -71.2% |
| All | -64.8% | +41.6% | -106.4% | -71.2% |
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