+118.1%
EWJ vs UEC
+2.3%
+115.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.2% |
| 7D | +3.6% | +4.9% | -1.3% | +3.2% |
| 30D | -6.0% | -17.5% | +11.5% | -4.7% |
| 3M | -6.5% | -40.1% | +33.7% | -3.0% |
| 6M | -0.1% | -56.1% | +56.0% | +5.5% |
| YTD | +13.9% | -41.8% | +55.7% | +17.0% |
| 1Y | +13.1% | -44.8% | +57.9% | +16.3% |
| 3Y | +65.0% | +20.6% | +44.4% | +55.4% |
| 5Y | +47.0% | +24.3% | +22.7% | +32.7% |
| 10Y | +125.5% | +639.1% | -513.7% | +63.1% |
| All | +118.1% | +2.3% | +115.8% | +40.1% |
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