+217.4%
EQH vs UEC
+616.0%
-398.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -1.1% | +1.9% | -3.0% | -1.8% |
| 3M | +25.0% | +8.9% | +16.1% | +21.9% |
| 6M | +33.9% | -14.5% | +48.3% | +34.0% |
| YTD | +11.6% | -0.7% | +12.3% | +7.6% |
| 1Y | +1.5% | -4.1% | +5.6% | -3.4% |
| 3Y | +96.7% | +148.9% | -52.2% | +46.9% |
| 5Y | +93.9% | +300.0% | -206.1% | +16.2% |
| All | +217.4% | +616.0% | -398.7% | +17.0% |
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 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