+27.6%
LII vs UEC
+274.7%
-247.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -0.7% | -6.9% | +6.2% | -0.1% |
| 30D | -12.6% | +7.6% | -20.3% | -13.4% |
| 3M | -24.4% | -18.4% | -6.1% | -23.6% |
| 6M | -28.7% | -23.3% | -5.4% | -27.9% |
| YTD | -19.1% | -1.2% | -17.9% | -20.5% |
| 1Y | -29.7% | +2.3% | -32.0% | -31.8% |
| 3Y | +4.8% | +162.3% | -157.5% | -10.7% |
| All | +27.6% | +274.7% | -247.0% | +1.9% |
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