+197.7%
EXC vs UEC
+696.7%
-499.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.6% | +0.1% |
| 7D | +0.1% | -5.2% | +5.2% | +0.3% |
| 30D | +9.0% | -22.0% | +31.0% | +10.4% |
| 3M | +3.3% | -37.0% | +40.3% | +5.7% |
| 6M | +5.7% | -52.7% | +58.4% | +9.4% |
| YTD | +7.3% | -38.6% | +46.0% | +8.4% |
| 1Y | +2.9% | -44.6% | +47.5% | +4.3% |
| 3Y | +29.3% | +27.1% | +2.2% | +18.9% |
| 5Y | +40.1% | +37.9% | +2.2% | +22.0% |
| 10Y | +197.7% | +631.6% | -434.0% | +90.9% |
| All | +197.7% | +696.7% | -499.0% | +90.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling