+3,228.8%
ISRG vs UEC
+14.6%
+3,214.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.1% | -8.4% | +0.8% |
| 7D | +5.4% | +1.5% | +4.0% | +5.1% |
| 30D | +8.6% | -17.1% | +25.7% | +10.1% |
| 3M | +21.6% | -32.3% | +53.9% | +25.0% |
| 6M | +2.3% | -49.7% | +52.1% | +7.1% |
| YTD | -18.7% | -34.8% | +16.1% | -17.7% |
| 1Y | -17.8% | -37.5% | +19.8% | -16.7% |
| 3Y | +69.1% | +37.1% | +32.0% | +53.0% |
| 5Y | +26.5% | +44.3% | -17.8% | +9.5% |
| 10Y | +536.3% | +737.4% | -201.1% | +335.1% |
| All | +3,228.8% | +14.6% | +3,214.2% | +1,900.8% |
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 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