+175.8%
KDP vs UEC
+933.9%
-758.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.2% | -0.2% |
| 7D | +2.1% | +2.6% | -0.5% | +2.0% |
| 30D | +8.5% | +5.6% | +2.9% | +8.1% |
| 3M | +6.6% | -5.7% | +12.3% | +6.5% |
| 6M | +17.1% | -8.0% | +25.1% | +16.5% |
| YTD | +19.0% | +1.8% | +17.2% | +17.5% |
| 1Y | +21.8% | +0.6% | +21.2% | +19.6% |
| 3Y | +6.4% | +155.2% | -148.7% | -3.6% |
| 5Y | +5.1% | +305.8% | -300.7% | -12.0% |
| 10Y | +175.8% | +943.0% | -767.2% | +97.7% |
| All | +175.8% | +933.9% | -758.1% | +97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling