+115.0%
ILMN vs UEC
+5.5%
+109.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.0% | -6.3% | -3.4% |
| 7D | +1.9% | +2.6% | -0.7% | +1.7% |
| 30D | +12.3% | +5.6% | +6.7% | +12.1% |
| 3M | +33.5% | -5.7% | +39.3% | +33.4% |
| 6M | +69.4% | -8.0% | +77.4% | +69.1% |
| YTD | +60.9% | +1.8% | +59.1% | +61.3% |
| 1Y | +115.0% | +0.6% | +114.4% | +116.5% |
| All | +115.0% | +5.5% | +109.5% | +116.5% |
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