+6.0%
LOW vs UEC
+273.6%
-267.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.7% |
| 7D | -2.6% | -4.3% | +1.6% | -2.3% |
| 30D | -11.1% | -3.8% | -7.3% | -11.1% |
| 3M | -8.5% | +17.0% | -25.5% | -9.9% |
| 6M | -20.8% | -23.9% | +3.0% | -20.2% |
| YTD | -17.2% | -5.7% | -11.6% | -18.2% |
| 1Y | -24.7% | -12.5% | -12.2% | -25.9% |
| 3Y | -9.7% | +136.5% | -146.2% | -21.6% |
| 5Y | +6.0% | +243.3% | -237.3% | -14.4% |
| All | +6.0% | +273.6% | -267.6% | -14.4% |
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