+134.3%
EWJ vs UEC
+73.5%
+60.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +2.5% | -6.9% | +9.4% | +3.1% |
| 30D | +3.3% | +7.6% | -4.4% | +2.5% |
| 3M | +5.0% | -18.4% | +23.4% | +6.1% |
| 6M | +11.5% | -23.3% | +34.8% | +12.8% |
| YTD | +22.4% | -1.2% | +23.6% | +20.9% |
| 1Y | +30.2% | +2.3% | +27.9% | +27.3% |
| 3Y | +72.8% | +162.3% | -89.5% | +53.5% |
| 5Y | +54.1% | +287.2% | -233.1% | +27.5% |
| 10Y | +140.6% | +1,009.6% | -869.0% | +68.7% |
| All | +134.3% | +73.5% | +60.8% | +44.8% |
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 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