+855.0%
EXPE vs UEC
+73.5%
+781.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -1.9% | -1.7% |
| 7D | -9.5% | -6.9% | -2.6% | -8.8% |
| 30D | -6.6% | +7.6% | -14.3% | -7.7% |
| 3M | +31.4% | -18.4% | +49.8% | +33.1% |
| 6M | +35.2% | -23.3% | +58.5% | +36.4% |
| YTD | +5.8% | -1.2% | +7.0% | +2.7% |
| 1Y | +38.7% | +2.3% | +36.4% | +32.5% |
| 3Y | +175.8% | +162.3% | +13.5% | +126.5% |
| 5Y | +111.8% | +287.2% | -175.4% | +57.3% |
| 10Y | +179.7% | +1,009.6% | -829.9% | +63.7% |
| All | +855.0% | +73.5% | +781.5% | +345.4% |
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