+66.7%
EWZ vs UEC
+73.5%
-6.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +6.5% | -6.9% | +13.4% | +7.6% |
| 30D | +4.8% | +7.6% | -2.8% | +3.4% |
| 3M | +9.9% | -18.4% | +28.3% | +12.0% |
| 6M | +1.9% | -23.3% | +25.2% | +3.8% |
| YTD | +20.3% | -1.2% | +21.5% | +17.4% |
| 1Y | +35.6% | +2.3% | +33.3% | +29.7% |
| 3Y | +43.4% | +162.3% | -118.8% | +12.8% |
| 5Y | +55.9% | +287.2% | -231.3% | +5.7% |
| 10Y | +84.2% | +1,009.6% | -925.5% | -9.8% |
| All | +66.7% | +73.5% | -6.8% | -36.7% |
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