+380.3%
NDAQ vs UEC
+908.7%
-528.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.7% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | -1.5% | +1.9% | -3.4% | -1.8% |
| 3M | +8.0% | +8.9% | -0.9% | +6.7% |
| 6M | +7.7% | -14.5% | +22.2% | +7.6% |
| YTD | -2.3% | -0.7% | -1.7% | -4.4% |
| 1Y | +0.6% | -4.1% | +4.6% | -2.2% |
| 3Y | +90.9% | +148.9% | -58.0% | +63.6% |
| 5Y | +52.5% | +300.0% | -247.5% | +17.3% |
| 10Y | +380.3% | +994.3% | -614.1% | +180.2% |
| All | +380.3% | +908.7% | -528.4% | +180.2% |
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 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