+64.4%
LIN vs UEC
+41.6%
+22.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.1% | -9.1% | +0.4% |
| 7D | +0.1% | +1.5% | -1.3% | -0.1% |
| 30D | +7.6% | -17.1% | +24.6% | +8.6% |
| 3M | +6.5% | -32.3% | +38.9% | +8.7% |
| 6M | +6.2% | -49.7% | +55.9% | +9.8% |
| YTD | +23.2% | -34.8% | +58.0% | +23.9% |
| 1Y | +25.4% | -37.5% | +63.0% | +26.1% |
| 3Y | +38.3% | +37.1% | +1.2% | +24.7% |
| 5Y | +64.4% | +44.3% | +20.1% | +42.3% |
| All | +64.4% | +41.6% | +22.8% | +42.3% |
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 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