+2,006.3%
LLY vs UEC
+765.9%
+1,240.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +10.1% | -5.8% | +3.7% |
| 7D | +0.1% | +1.5% | -1.4% | -0.1% |
| 30D | +19.7% | -17.1% | +36.8% | +20.8% |
| 3M | +19.3% | -32.3% | +51.6% | +21.5% |
| 6M | +49.3% | -49.7% | +99.1% | +54.0% |
| YTD | +32.0% | -34.8% | +66.8% | +33.0% |
| 1Y | +53.7% | -37.5% | +91.3% | +54.9% |
| 3Y | +143.7% | +37.1% | +106.7% | +125.7% |
| 5Y | +463.9% | +44.3% | +419.6% | +398.5% |
| 10Y | +2,006.3% | +737.4% | +1,269.0% | +1,268.9% |
| All | +2,006.3% | +765.9% | +1,240.4% | +1,268.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling