-13.3%
LEN vs UEC
+23.6%
-36.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.9% | +2.8% | -2.7% |
| 7D | -8.7% | +4.9% | -13.7% | -9.2% |
| 30D | +11.6% | -17.5% | +29.0% | +13.2% |
| 3M | -1.3% | -40.1% | +38.9% | +2.8% |
| 6M | -1.4% | -56.1% | +54.7% | +4.7% |
| YTD | -16.9% | -41.8% | +24.9% | -14.5% |
| 1Y | -31.2% | -44.8% | +13.6% | -29.2% |
| 3Y | -25.6% | +20.6% | -46.2% | -32.8% |
| 5Y | -13.3% | +24.3% | -37.6% | -28.8% |
| All | -13.3% | +23.6% | -36.9% | -28.8% |
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