+38.6%
EXPD vs UEC
-47.1%
+85.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.8% | -9.0% | -2.4% |
| 7D | -7.2% | -10.2% | +3.1% | -7.0% |
| 30D | -3.3% | -26.9% | +23.7% | -3.0% |
| 3M | +3.4% | -35.7% | +39.1% | +3.8% |
| 6M | +22.7% | -56.1% | +78.8% | +23.9% |
| YTD | +24.5% | -40.8% | +65.3% | +22.1% |
| 1Y | +38.6% | -43.4% | +82.0% | +35.8% |
| All | +38.6% | -47.1% | +85.7% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling