+110.3%
JCI vs UEC
+289.3%
-179.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | +4.1% | -0.2% | +4.2% | +4.1% |
| 30D | -3.8% | +1.9% | -5.8% | -4.3% |
| 3M | -1.6% | +8.9% | -10.6% | -3.1% |
| 6M | +9.5% | -14.5% | +24.0% | +9.7% |
| YTD | +21.7% | -0.7% | +22.4% | +19.1% |
| 1Y | +37.1% | -4.1% | +41.2% | +33.4% |
| 3Y | +165.2% | +148.9% | +16.2% | +124.3% |
| 5Y | +110.3% | +300.0% | -189.7% | +65.4% |
| All | +110.3% | +289.3% | -179.0% | +65.4% |
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 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