+670.8%
JNJ vs UEC
+78.8%
+592.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.3% | -2.3% |
| 7D | -0.8% | +2.6% | -3.4% | -0.8% |
| 30D | +4.3% | +5.6% | -1.3% | +4.1% |
| 3M | +16.5% | -5.7% | +22.2% | +16.4% |
| 6M | +13.1% | -8.0% | +21.2% | +12.8% |
| YTD | +32.1% | +1.8% | +30.3% | +31.0% |
| 1Y | +54.5% | +0.6% | +53.9% | +52.7% |
| 3Y | +82.5% | +155.2% | -72.6% | +71.8% |
| 5Y | +80.0% | +305.8% | -225.8% | +62.1% |
| 10Y | +195.7% | +943.0% | -747.3% | +142.4% |
| All | +670.8% | +78.8% | +592.0% | +503.3% |
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 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