+323.0%
EXPD vs UEC
+696.7%
-373.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.2% |
| 7D | -7.4% | -5.2% | -2.2% | -7.1% |
| 30D | -2.1% | -22.0% | +19.9% | -0.6% |
| 3M | +5.7% | -37.0% | +42.7% | +8.6% |
| 6M | +21.4% | -52.7% | +74.1% | +26.4% |
| YTD | +27.6% | -38.6% | +66.2% | +29.3% |
| 1Y | +36.1% | -44.6% | +80.7% | +38.5% |
| 3Y | +69.9% | +27.1% | +42.7% | +55.8% |
| 5Y | +59.7% | +37.9% | +21.8% | +38.8% |
| 10Y | +323.0% | +631.6% | -308.6% | +200.8% |
| All | +323.0% | +696.7% | -373.6% | +200.8% |
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