+541.5%
FIVE vs UEC
+696.7%
-155.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.8% |
| 7D | +7.3% | -5.2% | +12.5% | +8.0% |
| 30D | +18.1% | -22.0% | +40.0% | +22.0% |
| 3M | +7.7% | -37.0% | +44.7% | +14.5% |
| 6M | +13.6% | -52.7% | +66.3% | +24.1% |
| YTD | +34.6% | -38.6% | +73.2% | +39.2% |
| 1Y | +66.2% | -44.6% | +110.8% | +73.7% |
| 3Y | +43.5% | +27.1% | +16.3% | +23.3% |
| 5Y | +20.7% | +37.9% | -17.2% | -5.5% |
| 10Y | +541.5% | +631.6% | -90.2% | +226.9% |
| All | +541.5% | +696.7% | -155.2% | +226.9% |
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