+191.0%
JBL vs UEC
+146.8%
+44.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.2% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | -7.5% | +1.9% | -9.4% | -8.3% |
| 3M | -14.1% | +8.9% | -23.0% | -16.5% |
| 6M | +25.9% | -14.5% | +40.3% | +27.1% |
| YTD | +36.7% | -0.7% | +37.3% | +32.8% |
| 1Y | +49.0% | -4.1% | +53.0% | +43.9% |
| All | +191.0% | +146.8% | +44.2% | +114.3% |
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