+83.4%
JNJ vs UEC
+273.6%
-190.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.3% |
| 7D | -4.3% | -4.3% | -0.1% | -4.3% |
| 30D | +3.0% | -3.8% | +6.9% | +3.0% |
| 3M | +12.2% | +17.0% | -4.8% | +12.2% |
| 6M | +10.5% | -23.9% | +34.4% | +10.5% |
| YTD | +30.8% | -5.7% | +36.4% | +30.8% |
| 1Y | +54.9% | -12.5% | +67.5% | +54.8% |
| 3Y | +80.7% | +136.5% | -55.8% | +77.8% |
| 5Y | +83.4% | +243.3% | -159.9% | +81.3% |
| All | +83.4% | +273.6% | -190.1% | +81.3% |
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 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