+84.2%
ES vs UEC
+933.9%
-849.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +0.5% |
| 7D | +1.4% | +2.6% | -1.2% | +1.3% |
| 30D | -1.2% | +5.6% | -6.8% | -1.5% |
| 3M | +5.0% | -5.7% | +10.7% | +4.9% |
| 6M | -2.8% | -8.0% | +5.2% | -3.1% |
| YTD | +8.6% | +1.8% | +6.8% | +7.5% |
| 1Y | +18.9% | +0.6% | +18.3% | +17.4% |
| 3Y | +32.1% | +155.2% | -123.0% | +22.4% |
| 5Y | -5.1% | +305.8% | -310.9% | -16.8% |
| 10Y | +84.2% | +943.0% | -858.8% | +40.5% |
| All | +84.2% | +933.9% | -849.7% | +40.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling