+141.9%
EWJ vs UEC
+885.8%
-744.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.2% | +7.4% | +2.7% |
| 7D | +0.3% | -9.4% | +9.7% | +1.1% |
| 30D | +0.8% | -8.0% | +8.8% | +1.3% |
| 3M | +7.5% | -1.7% | +9.2% | +7.3% |
| 6M | +15.6% | -26.1% | +41.7% | +17.4% |
| YTD | +22.7% | -10.5% | +33.3% | +22.1% |
| 1Y | +26.4% | -13.3% | +39.7% | +25.0% |
| 3Y | +72.5% | +116.4% | -43.8% | +53.3% |
| 5Y | +52.4% | +225.5% | -173.1% | +25.0% |
| All | +141.9% | +885.8% | -744.0% | +67.8% |
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