-67.4%
EL vs UEC
+278.7%
-346.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.1% | -2.4% |
| 7D | +1.7% | +2.6% | -0.9% | +1.4% |
| 30D | +15.5% | +5.6% | +9.9% | +14.7% |
| 3M | +20.6% | -5.7% | +26.3% | +20.6% |
| 6M | +10.5% | -8.0% | +18.5% | +9.7% |
| YTD | -1.9% | +1.8% | -3.7% | -4.3% |
| 1Y | +16.1% | +0.6% | +15.5% | +12.2% |
| 3Y | -30.2% | +155.2% | -185.4% | -42.4% |
| 5Y | -67.4% | +305.8% | -373.2% | -75.0% |
| All | -67.4% | +278.7% | -346.0% | -75.0% |
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