+11.4%
KRE vs UEC
+21.1%
-9.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | +0.7% | -3.8% | +4.5% | +1.0% |
| 30D | +6.1% | -13.5% | +19.6% | +7.3% |
| 3M | -5.9% | -40.5% | +34.6% | -1.8% |
| 6M | +9.6% | -56.7% | +66.3% | +17.1% |
| YTD | +14.2% | -43.0% | +57.2% | +17.2% |
| 1Y | +22.5% | -42.5% | +65.0% | +25.1% |
| 3Y | +90.4% | +11.6% | +78.8% | +70.1% |
| All | +11.4% | +21.1% | -9.6% | -7.9% |
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