+153.4%
EWY vs UEC
+293.2%
-139.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.8% |
| 7D | +6.7% | -0.2% | +6.8% | +6.7% |
| 30D | +17.0% | +1.9% | +15.0% | +16.3% |
| 3M | +3.7% | +8.9% | -5.3% | +2.0% |
| 6M | +42.5% | -14.5% | +56.9% | +44.3% |
| YTD | +96.2% | -0.7% | +96.9% | +94.9% |
| 1Y | +160.4% | -4.1% | +164.4% | +156.7% |
| 3Y | +231.7% | +148.9% | +82.7% | +179.8% |
| All | +153.4% | +293.2% | -139.9% | +95.3% |
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