+121.6%
KRE vs UEC
+939.6%
-818.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.1% |
| 7D | -1.4% | -4.3% | +2.8% | -0.9% |
| 30D | -3.9% | -3.8% | -0.1% | -3.8% |
| 3M | +3.6% | +17.0% | -13.4% | +0.6% |
| 6M | +15.4% | -23.9% | +39.3% | +17.1% |
| YTD | +15.2% | -5.7% | +20.9% | +12.5% |
| 1Y | +16.5% | -12.5% | +29.0% | +13.2% |
| 3Y | +85.2% | +136.5% | -51.3% | +46.8% |
| 5Y | +33.1% | +243.3% | -210.2% | -9.2% |
| All | +121.6% | +939.6% | -818.0% | +1.7% |
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