+518.8%
FIVE vs UEC
+623.0%
-104.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | -0.5% | +0.6% | -1.1% | -0.7% |
| 30D | +17.4% | -18.1% | +35.5% | +20.5% |
| 3M | +7.0% | -36.9% | +44.0% | +13.8% |
| 6M | +20.5% | -56.1% | +76.6% | +33.4% |
| YTD | +33.1% | -38.1% | +71.2% | +37.5% |
| 1Y | +67.1% | -41.7% | +108.8% | +73.2% |
| 3Y | +41.9% | +28.2% | +13.7% | +21.7% |
| 5Y | +21.1% | +31.7% | -10.6% | -4.6% |
| 10Y | +518.8% | +685.9% | -167.1% | +212.2% |
| All | +518.8% | +623.0% | -104.2% | +212.2% |
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