+562.5%
LITE vs UEC
+21.1%
+541.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.9% |
| 7D | +10.8% | -3.8% | +14.5% | +12.2% |
| 30D | -33.4% | -13.5% | -19.9% | -29.9% |
| 3M | -32.2% | -40.5% | +8.2% | -21.3% |
| 6M | -42.1% | -56.7% | +14.6% | -27.4% |
| YTD | +61.9% | -43.0% | +104.8% | +86.2% |
| 1Y | +163.0% | -42.5% | +205.5% | +203.1% |
| 3Y | +1,358.0% | +11.6% | +1,346.5% | +1,262.4% |
| All | +562.5% | +21.1% | +541.4% | +441.0% |
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