+1,085.7%
LIN vs UEC
-2.6%
+1,088.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.9% | +9.2% | +0.2% |
| 7D | +3.6% | -20.5% | +24.1% | +5.6% |
| 30D | +6.4% | -35.9% | +42.3% | +10.3% |
| 3M | +6.5% | -39.6% | +46.0% | +10.7% |
| 6M | +4.9% | -55.3% | +60.2% | +10.9% |
| YTD | +23.4% | -44.5% | +68.0% | +26.8% |
| 1Y | +26.3% | -50.4% | +76.7% | +30.5% |
| 3Y | +38.0% | +12.1% | +25.9% | +26.8% |
| 5Y | +68.0% | +41.5% | +26.5% | +43.3% |
| 10Y | +437.1% | +644.8% | -207.7% | +247.1% |
| All | +1,085.7% | -2.6% | +1,088.2% | +555.9% |
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