-8.8%
LII vs UEC
+20.6%
-29.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.2% | -0.2% |
| 7D | -0.2% | +4.9% | -5.1% | -0.7% |
| 30D | -0.6% | -17.5% | +16.9% | +0.9% |
| 3M | -17.0% | -40.1% | +23.2% | -13.5% |
| 6M | -31.1% | -56.1% | +25.0% | -26.8% |
| YTD | -27.7% | -41.8% | +14.1% | -25.6% |
| 1Y | -26.2% | -44.8% | +18.6% | -23.9% |
| All | -8.8% | +20.6% | -29.4% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling