+116.0%
INTC vs UEC
+289.3%
-173.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.1% |
| 7D | +18.0% | -0.2% | +18.2% | +18.0% |
| 30D | +8.9% | +1.9% | +7.0% | +8.1% |
| 3M | -1.6% | +8.9% | -10.5% | -3.5% |
| 6M | +133.1% | -14.5% | +147.5% | +134.6% |
| YTD | +187.9% | -0.7% | +188.6% | +182.7% |
| 1Y | +334.7% | -4.1% | +338.8% | +323.1% |
| 3Y | +184.2% | +148.9% | +35.3% | +124.4% |
| 5Y | +116.0% | +300.0% | -184.0% | +51.6% |
| All | +116.0% | +289.3% | -173.3% | +51.6% |
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