+718.4%
JNJ vs UEC
+0.2%
+718.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +0.9% |
| 7D | +3.5% | -3.8% | +7.2% | +3.6% |
| 30D | +12.5% | -13.5% | +26.0% | +13.0% |
| 3M | +9.6% | -40.5% | +50.1% | +11.2% |
| 6M | +25.3% | -56.7% | +82.0% | +28.1% |
| YTD | +40.3% | -43.0% | +83.3% | +41.5% |
| 1Y | +49.6% | -42.5% | +92.2% | +50.7% |
| 3Y | +110.8% | +11.6% | +99.2% | +103.9% |
| 5Y | +99.1% | +21.8% | +77.4% | +87.6% |
| 10Y | +216.6% | +623.9% | -407.3% | +162.4% |
| All | +718.4% | +0.2% | +718.3% | +551.6% |
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 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