+111.8%
KMI vs UEC
+88.3%
+23.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -0.5% | -6.9% | +6.4% | +0.3% |
| 30D | +0.9% | +7.6% | -6.7% | -0.3% |
| 3M | 0.0% | -18.4% | +18.4% | +1.2% |
| 6M | -5.7% | -23.3% | +17.6% | -4.9% |
| YTD | +17.5% | -1.2% | +18.7% | +14.1% |
| 1Y | +22.3% | +2.3% | +20.0% | +16.8% |
| 3Y | +111.9% | +162.3% | -50.3% | +72.0% |
| 5Y | +151.8% | +287.2% | -135.4% | +81.4% |
| 10Y | +138.7% | +1,009.6% | -871.0% | +29.9% |
| All | +111.8% | +88.3% | +23.6% | +15.4% |
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