-1.6%
F vs UEC
-40.9%
+39.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.1% | -9.5% | -0.4% |
| 7D | -0.6% | +1.5% | -2.1% | -0.9% |
| 30D | +2.9% | -17.1% | +20.0% | +4.7% |
| 3M | -9.5% | -32.3% | +22.9% | -6.2% |
| 6M | +4.0% | -49.7% | +53.8% | +10.3% |
| YTD | -1.3% | -34.8% | +33.5% | +0.4% |
| All | -1.6% | -40.9% | +39.3% | 0.0% |
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