+552.8%
LITE vs UEC
+41.6%
+511.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +10.1% | +0.6% | +7.7% |
| 7D | -12.9% | +1.5% | -14.4% | -12.8% |
| 30D | -46.0% | -17.1% | -28.9% | -42.5% |
| 3M | -33.0% | -32.3% | -0.7% | -25.2% |
| 6M | -34.0% | -49.7% | +15.7% | -20.6% |
| YTD | +61.7% | -34.8% | +96.5% | +78.9% |
| 1Y | +148.3% | -37.5% | +185.8% | +178.7% |
| 3Y | +1,408.5% | +37.1% | +1,371.5% | +1,239.4% |
| All | +552.8% | +41.6% | +511.1% | +413.7% |
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