+227.1%
LOW vs UEC
+939.6%
-712.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.5% |
| 7D | -2.6% | -4.3% | +1.6% | -2.2% |
| 30D | -11.1% | -3.8% | -7.3% | -11.0% |
| 3M | -8.5% | +17.0% | -25.5% | -10.4% |
| 6M | -20.8% | -23.9% | +3.0% | -20.0% |
| YTD | -17.2% | -5.7% | -11.6% | -18.6% |
| 1Y | -24.7% | -12.5% | -12.2% | -26.3% |
| 3Y | -9.7% | +136.5% | -146.2% | -24.0% |
| 5Y | +6.0% | +243.3% | -237.3% | -20.1% |
| All | +227.1% | +939.6% | -712.5% | +77.9% |
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