+2.7%
KMB vs UEC
+41.6%
-38.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.1% | -6.9% | +3.3% |
| 7D | +3.4% | +1.5% | +1.9% | +3.4% |
| 30D | +14.7% | -17.1% | +31.8% | +14.7% |
| 3M | +3.3% | -32.3% | +35.6% | +3.2% |
| 6M | +16.8% | -49.7% | +66.5% | +16.8% |
| YTD | +15.2% | -34.8% | +50.0% | +15.2% |
| 1Y | +13.3% | -37.5% | +50.8% | +13.3% |
| 3Y | +5.4% | +37.1% | -31.6% | +6.1% |
| 5Y | +2.7% | +44.3% | -41.6% | +5.1% |
| All | +2.7% | +41.6% | -38.9% | +5.1% |
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