+224.6%
ESI vs UEC
+482.8%
-258.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.7% | +2.9% |
| 7D | +3.3% | -6.9% | +10.3% | +4.5% |
| 30D | -5.9% | +7.6% | -13.5% | -7.3% |
| 3M | -14.1% | -18.4% | +4.3% | -12.1% |
| 6M | +6.6% | -23.3% | +29.8% | +9.0% |
| YTD | +45.0% | -1.2% | +46.2% | +41.7% |
| 1Y | +41.5% | +2.3% | +39.2% | +35.2% |
| 3Y | +78.8% | +162.3% | -83.5% | +38.8% |
| 5Y | +70.9% | +287.2% | -216.4% | +13.5% |
| 10Y | +317.1% | +1,009.6% | -692.5% | +86.3% |
| All | +224.6% | +482.8% | -258.2% | +44.2% |
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