+61.9%
LIN vs UEC
+274.7%
-212.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.1% | -6.9% | +4.8% | -1.7% |
| 30D | -2.4% | +7.6% | -10.1% | -3.0% |
| 3M | -5.6% | -18.4% | +12.8% | -4.9% |
| 6M | -3.4% | -23.3% | +19.9% | -2.8% |
| YTD | +13.1% | -1.2% | +14.3% | +11.2% |
| 1Y | +2.5% | +2.3% | +0.2% | -0.5% |
| 3Y | +27.6% | +162.3% | -134.7% | +9.9% |
| All | +61.9% | +274.7% | -212.8% | +31.1% |
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