+4,121.1%
LLY vs UEC
+4.1%
+4,117.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.8% | -7.6% | -1.1% |
| 7D | -4.5% | -10.2% | +5.8% | -4.0% |
| 30D | +13.9% | -26.9% | +40.8% | +15.4% |
| 3M | +13.8% | -35.7% | +49.4% | +15.8% |
| 6M | +37.6% | -56.1% | +93.7% | +41.9% |
| YTD | +26.6% | -40.8% | +67.4% | +28.0% |
| 1Y | +45.3% | -43.4% | +88.7% | +47.0% |
| 3Y | +132.2% | +25.4% | +106.9% | +121.1% |
| 5Y | +434.7% | +51.1% | +383.6% | +390.0% |
| 10Y | +2,084.3% | +695.4% | +1,388.9% | +1,635.6% |
| All | +4,121.1% | +4.1% | +4,117.0% | +2,949.2% |
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