+245.3%
ET vs UEC
+289.3%
-44.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.0% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +5.3% | +1.9% | +3.4% | +4.8% |
| 3M | +15.6% | +8.9% | +6.7% | +13.7% |
| 6M | +20.6% | -14.5% | +35.1% | +20.3% |
| YTD | +38.5% | -0.7% | +39.2% | +34.6% |
| 1Y | +35.7% | -4.1% | +39.8% | +30.7% |
| 3Y | +98.4% | +148.9% | -50.6% | +58.7% |
| 5Y | +245.3% | +300.0% | -54.7% | +146.5% |
| All | +245.3% | +289.3% | -44.0% | +146.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling