+43.4%
FIVE vs UEC
+18.1%
+25.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | +2.7% | -3.8% | +6.4% | +3.1% |
| 30D | +12.7% | -13.5% | +26.2% | +14.2% |
| 3M | +2.1% | -40.5% | +42.5% | +7.4% |
| 6M | +17.5% | -56.7% | +74.1% | +26.8% |
| YTD | +31.0% | -43.0% | +73.9% | +34.8% |
| 1Y | +67.7% | -42.5% | +110.3% | +71.8% |
| 3Y | +43.4% | +11.6% | +31.8% | +31.4% |
| All | +43.4% | +18.1% | +25.3% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling