+125.3%
LITE vs UEC
-44.4%
+169.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.9% | +4.1% | +1.4% |
| 7D | -13.9% | -5.2% | -8.7% | -10.8% |
| 30D | -46.9% | -22.0% | -24.9% | -39.2% |
| 3M | -28.0% | -37.0% | +9.0% | -9.8% |
| 6M | -35.2% | -52.7% | +17.5% | -8.3% |
| YTD | +58.9% | -38.6% | +97.5% | +71.5% |
| 1Y | +125.3% | -44.6% | +169.9% | +163.1% |
| All | +125.3% | -44.4% | +169.7% | +163.1% |
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 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