+152.2%
EQT vs UEC
+65.7%
+86.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.3% |
| 7D | -1.2% | -4.3% | +3.1% | -0.6% |
| 30D | +1.1% | -3.8% | +4.9% | +1.2% |
| 3M | +4.8% | +17.0% | -12.2% | +1.6% |
| 6M | -10.6% | -23.9% | +13.3% | -9.5% |
| YTD | +3.4% | -5.7% | +9.1% | +0.6% |
| 1Y | +8.7% | -12.5% | +21.2% | +5.1% |
| 3Y | +35.0% | +136.5% | -101.5% | +8.1% |
| 5Y | +204.2% | +243.3% | -39.1% | +118.5% |
| 10Y | +52.5% | +939.6% | -887.1% | -17.2% |
| All | +152.2% | +65.7% | +86.5% | +8.5% |
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 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