+52.1%
EWZ vs UEC
+23.6%
+28.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.9% | +3.9% | -1.3% |
| 7D | +0.1% | +4.9% | -4.9% | -0.6% |
| 30D | -25.9% | -17.5% | -8.4% | -24.5% |
| 3M | -6.1% | -40.1% | +34.0% | -1.1% |
| 6M | -16.1% | -56.1% | +40.0% | -9.1% |
| YTD | +1.0% | -41.8% | +42.8% | +5.2% |
| 1Y | 0.0% | -44.8% | +44.8% | +4.3% |
| 3Y | +16.8% | +20.6% | -3.7% | +6.1% |
| 5Y | +52.1% | +24.3% | +27.8% | +35.6% |
| All | +52.1% | +23.6% | +28.4% | +35.6% |
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