+58.1%
INTC vs UEC
+18.1%
+40.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -2.0% |
| 7D | +6.0% | -3.8% | +9.8% | +7.0% |
| 30D | -39.2% | -13.5% | -25.7% | -36.5% |
| 3M | -42.9% | -40.5% | -2.5% | -35.6% |
| 6M | -50.4% | -56.7% | +6.3% | -40.9% |
| YTD | +61.7% | -43.0% | +104.7% | +80.4% |
| 1Y | +66.1% | -42.5% | +108.7% | +83.6% |
| 3Y | +58.1% | +11.6% | +46.6% | +33.2% |
| All | +58.1% | +18.1% | +40.1% | +33.2% |
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 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