-29.4%
EW vs UEC
+278.7%
-308.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.0% | -6.6% | -3.8% |
| 7D | -4.4% | +2.6% | -7.0% | -4.7% |
| 30D | -3.3% | +5.6% | -8.9% | -4.1% |
| 3M | +1.0% | -5.7% | +6.7% | +0.8% |
| 6M | +6.2% | -8.0% | +14.3% | +5.4% |
| YTD | +1.7% | +1.8% | -0.1% | -0.9% |
| 1Y | +8.1% | +0.6% | +7.5% | +4.1% |
| 3Y | +17.1% | +155.2% | -138.1% | -5.0% |
| 5Y | -29.4% | +305.8% | -335.2% | -48.3% |
| All | -29.4% | +278.7% | -308.0% | -48.3% |
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