+1,143.1%
LII vs UEC
+4.1%
+1,139.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.8% | -8.7% | -2.5% |
| 7D | -0.6% | -10.2% | +9.6% | +0.2% |
| 30D | -4.6% | -26.9% | +22.3% | -2.3% |
| 3M | -21.2% | -35.7% | +14.5% | -18.7% |
| 6M | -36.4% | -56.1% | +19.7% | -32.6% |
| YTD | -28.9% | -40.8% | +11.8% | -27.1% |
| 1Y | -29.5% | -43.4% | +13.8% | -27.6% |
| 3Y | -8.6% | +25.4% | -33.9% | -15.1% |
| 5Y | +20.2% | +51.1% | -30.9% | +5.2% |
| 10Y | +166.2% | +695.4% | -529.2% | +83.0% |
| All | +1,143.1% | +4.1% | +1,139.0% | +636.9% |
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