+79.8%
F vs UEC
+704.7%
-624.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.8% | -7.5% | -1.7% |
| 7D | +1.6% | -10.2% | +11.8% | +2.9% |
| 30D | +2.6% | -26.9% | +29.6% | +6.9% |
| 3M | -8.8% | -35.7% | +26.9% | -3.6% |
| 6M | +4.6% | -56.1% | +60.7% | +15.3% |
| YTD | -1.9% | -40.8% | +38.9% | +2.0% |
| 1Y | -0.8% | -43.4% | +42.6% | +3.3% |
| 3Y | +43.5% | +25.4% | +18.1% | +23.5% |
| 5Y | -12.1% | +51.1% | -63.2% | -32.0% |
| All | +79.8% | +704.7% | -624.8% | -7.4% |
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 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