-4.3%
M vs UEC
+696.7%
-701.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +1.5% |
| 7D | +5.0% | -5.2% | +10.2% | +5.8% |
| 30D | +10.6% | -22.0% | +32.6% | +14.9% |
| 3M | +1.6% | -37.0% | +38.6% | +8.8% |
| 6M | +30.8% | -52.7% | +83.5% | +44.9% |
| YTD | +16.9% | -38.6% | +55.5% | +20.7% |
| 1Y | +26.3% | -44.6% | +70.9% | +31.8% |
| 3Y | +158.6% | +27.1% | +131.5% | +112.7% |
| 5Y | +2.1% | +37.9% | -35.8% | -24.9% |
| 10Y | -4.3% | +631.6% | -636.0% | -53.6% |
| All | -4.3% | +696.7% | -701.0% | -53.6% |
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