+232.7%
LITE vs UEC
-46.3%
+279.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.9% | -3.0% | -5.4% |
| 7D | -31.4% | -13.8% | -17.6% | -25.8% |
| 30D | -42.6% | -23.1% | -19.5% | -34.3% |
| 3M | -26.2% | -31.5% | +5.3% | -11.9% |
| 6M | -35.8% | -51.5% | +15.7% | -10.9% |
| YTD | +70.0% | -38.4% | +108.5% | +84.3% |
| 1Y | +232.7% | -44.7% | +277.4% | +291.4% |
| All | +232.7% | -46.3% | +279.1% | +291.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling