+787.8%
INTC vs UEC
+78.8%
+709.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.0% | +6.0% | +8.7% |
| 7D | +17.4% | +2.6% | +14.8% | +17.1% |
| 30D | +2.8% | +5.6% | -2.8% | +1.9% |
| 3M | -5.3% | -5.7% | +0.4% | -5.0% |
| 6M | +140.6% | -8.0% | +148.6% | +140.4% |
| YTD | +183.1% | +1.8% | +181.3% | +179.7% |
| 1Y | +326.8% | +0.6% | +326.2% | +318.7% |
| 3Y | +179.4% | +155.2% | +24.3% | +143.1% |
| 5Y | +111.7% | +305.8% | -194.1% | +68.5% |
| 10Y | +253.8% | +943.0% | -689.2% | +135.1% |
| All | +787.8% | +78.8% | +709.0% | +430.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling