+118.8%
EWJ vs UEC
+0.2%
+118.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | +4.0% | -3.8% | +7.7% | +4.2% |
| 30D | -4.3% | -13.5% | +9.2% | -3.3% |
| 3M | -6.8% | -40.5% | +33.7% | -3.4% |
| 6M | -0.9% | -56.7% | +55.8% | +4.8% |
| YTD | +14.3% | -43.0% | +57.2% | +17.6% |
| 1Y | +15.3% | -42.5% | +57.8% | +18.2% |
| 3Y | +65.6% | +11.6% | +54.1% | +56.9% |
| 5Y | +47.5% | +21.8% | +25.7% | +33.3% |
| 10Y | +126.2% | +623.9% | -497.7% | +63.9% |
| All | +118.8% | +0.2% | +118.6% | +40.8% |
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