+86.4%
F vs UEC
+933.9%
-847.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.0% | -7.3% | -4.7% |
| 7D | +1.2% | +2.6% | -1.4% | +0.8% |
| 30D | +1.2% | +5.6% | -4.4% | +0.2% |
| 3M | -5.7% | -5.7% | +0.1% | -5.8% |
| 6M | +17.9% | -8.0% | +26.0% | +17.0% |
| YTD | +10.4% | +1.8% | +8.6% | +6.9% |
| 1Y | +25.3% | +0.6% | +24.8% | +19.5% |
| 3Y | +37.5% | +155.2% | -117.7% | +6.8% |
| 5Y | +46.5% | +305.8% | -259.3% | -1.8% |
| 10Y | +86.4% | +943.0% | -856.6% | -8.5% |
| All | +86.4% | +933.9% | -847.5% | -8.5% |
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