+1,117.5%
KDP vs UEC
+389.0%
+728.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -0.9% |
| 7D | +1.3% | -6.9% | +8.2% | +1.6% |
| 30D | +6.0% | +7.6% | -1.7% | +5.6% |
| 3M | +9.2% | -18.4% | +27.6% | +9.7% |
| 6M | +14.7% | -23.3% | +38.0% | +15.1% |
| YTD | +19.2% | -1.2% | +20.4% | +18.0% |
| 1Y | +15.2% | +2.3% | +12.9% | +13.3% |
| 3Y | +6.0% | +162.3% | -156.3% | -2.3% |
| 5Y | +5.4% | +287.2% | -281.8% | -7.5% |
| 10Y | +171.9% | +1,009.6% | -837.7% | +112.3% |
| All | +1,117.5% | +389.0% | +728.5% | +744.6% |
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