+1,563.7%
LITE vs UEC
+157.0%
+1,406.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | -1.5% | -6.9% | +5.4% | +1.0% |
| 30D | +6.7% | +7.6% | -1.0% | +3.2% |
| 3M | -6.8% | -18.4% | +11.6% | -1.5% |
| 6M | +29.4% | -23.3% | +52.7% | +38.7% |
| YTD | +139.1% | -1.2% | +140.3% | +130.1% |
| 1Y | +521.0% | +2.3% | +518.7% | +478.8% |
| All | +1,563.7% | +157.0% | +1,406.7% | +1,085.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling