+149.9%
KRE vs UEC
+78.8%
+71.1%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.6% |
| 7D | +2.3% | +2.6% | -0.3% | +2.1% |
| 30D | -2.5% | +5.6% | -8.1% | -3.3% |
| 3M | +6.2% | -5.7% | +11.9% | +5.9% |
| 6M | +15.8% | -8.0% | +23.9% | +14.9% |
| YTD | +16.0% | +1.8% | +14.2% | +13.2% |
| 1Y | +16.2% | +0.6% | +15.6% | +12.3% |
| 3Y | +86.4% | +155.2% | -68.7% | +57.4% |
| 5Y | +33.0% | +305.8% | -272.8% | +1.1% |
| 10Y | +123.0% | +943.0% | -820.0% | +39.2% |
| All | +149.9% | +78.8% | +71.1% | +33.9% |
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 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