+42.8%
EWZ vs UEC
+8.7%
+34.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +0.6% | +0.6% | 0.0% | +0.3% |
| 30D | -25.5% | -18.1% | -7.4% | -23.7% |
| 3M | -4.5% | -36.9% | +32.4% | +1.2% |
| 6M | -15.3% | -56.1% | +40.8% | -6.4% |
| YTD | +3.1% | -38.1% | +41.2% | +7.0% |
| 1Y | +1.2% | -41.7% | +42.9% | +5.5% |
| 3Y | +19.3% | +28.2% | -8.9% | +4.0% |
| 5Y | +52.3% | +31.7% | +20.6% | +21.9% |
| 10Y | +67.0% | +685.9% | -618.9% | -14.2% |
| All | +42.8% | +8.7% | +34.1% | -42.3% |
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 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