+16.8%
FIVE vs UEC
+23.6%
-6.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.5% | -0.5% |
| 7D | +2.4% | +4.9% | -2.5% | +1.6% |
| 30D | +15.8% | -17.5% | +33.3% | +18.8% |
| 3M | +3.8% | -40.1% | +43.9% | +11.2% |
| 6M | +18.5% | -56.1% | +74.7% | +31.3% |
| YTD | +31.2% | -41.8% | +73.0% | +36.3% |
| 1Y | +61.8% | -44.8% | +106.6% | +68.6% |
| 3Y | +39.9% | +20.6% | +19.3% | +18.0% |
| All | +16.8% | +23.6% | -6.9% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling