+99.9%
JCI vs UEC
+23.6%
+76.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.5% | -0.7% |
| 7D | +8.4% | +4.9% | +3.5% | +7.8% |
| 30D | -8.9% | -17.5% | +8.6% | -7.0% |
| 3M | -6.4% | -40.1% | +33.7% | -1.5% |
| 6M | +1.6% | -56.1% | +57.8% | +9.6% |
| YTD | +20.1% | -41.8% | +61.9% | +24.1% |
| 1Y | +17.2% | -44.8% | +62.0% | +21.4% |
| 3Y | +190.7% | +20.6% | +170.2% | +163.5% |
| 5Y | +99.9% | +24.3% | +75.6% | +69.6% |
| All | +99.9% | +23.6% | +76.2% | +69.6% |
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