+2,898.2%
LITE vs UEC
+343.8%
+2,554.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.9% | -8.8% | -16.7% |
| 7D | -44.6% | -20.5% | -24.1% | -41.7% |
| 30D | -55.0% | -35.9% | -19.1% | -50.7% |
| 3M | -38.3% | -39.6% | +1.2% | -31.8% |
| 6M | -48.8% | -55.3% | +6.6% | -40.2% |
| YTD | +38.3% | -44.5% | +82.8% | +53.6% |
| 1Y | +119.0% | -50.4% | +169.4% | +148.6% |
| 3Y | +1,092.0% | +12.1% | +1,079.9% | +1,043.6% |
| 5Y | +446.1% | +41.5% | +404.6% | +374.7% |
| 10Y | +1,381.7% | +644.8% | +736.9% | +877.2% |
| All | +2,898.2% | +343.8% | +2,554.4% | +1,341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling