+2,581.2%
EME vs UEC
+73.5%
+2,507.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | +1.9% | -6.9% | +8.8% | +2.8% |
| 30D | -8.3% | +7.6% | -15.9% | -9.4% |
| 3M | -10.7% | -18.4% | +7.6% | -9.1% |
| 6M | +1.9% | -23.3% | +25.2% | +3.9% |
| YTD | +23.5% | -1.2% | +24.7% | +21.4% |
| 1Y | +18.0% | +2.3% | +15.7% | +14.5% |
| 3Y | +236.1% | +162.3% | +73.8% | +181.4% |
| 5Y | +527.9% | +287.2% | +240.6% | +368.4% |
| 10Y | +1,252.8% | +1,009.6% | +243.2% | +675.9% |
| All | +2,581.2% | +73.5% | +2,507.7% | +1,251.9% |
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