+1,770.6%
JBL vs UEC
+78.8%
+1,691.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.5% | +0.1% |
| 7D | +4.4% | +2.6% | +1.8% | +4.0% |
| 30D | -8.4% | +5.6% | -14.0% | -9.5% |
| 3M | -14.2% | -5.7% | -8.5% | -14.1% |
| 6M | +29.6% | -8.0% | +37.6% | +29.5% |
| YTD | +37.1% | +1.8% | +35.3% | +34.1% |
| 1Y | +49.5% | +0.6% | +48.9% | +45.1% |
| 3Y | +192.7% | +155.2% | +37.5% | +138.7% |
| 5Y | +411.3% | +305.8% | +105.5% | +262.9% |
| 10Y | +1,447.6% | +943.0% | +504.6% | +739.2% |
| All | +1,770.6% | +78.8% | +1,691.8% | +661.8% |
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