+78.8%
JNJ vs UEC
+146.8%
-68.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.8% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | +2.5% | +1.9% | +0.6% | +2.6% |
| 3M | +13.2% | +8.9% | +4.3% | +13.6% |
| 6M | +11.3% | -14.5% | +25.7% | +11.3% |
| YTD | +31.1% | -0.7% | +31.8% | +31.8% |
| 1Y | +54.3% | -4.1% | +58.4% | +55.3% |
| All | +78.8% | +146.8% | -68.0% | +78.2% |
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