+53.8%
NDAQ vs UEC
+278.7%
-224.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.1% |
| 7D | -2.6% | +2.6% | -5.2% | -2.7% |
| 30D | +0.5% | +5.6% | -5.1% | 0.0% |
| 3M | +9.9% | -5.7% | +15.6% | +9.8% |
| 6M | +8.2% | -8.0% | +16.2% | +7.6% |
| YTD | -1.5% | +1.8% | -3.3% | -3.3% |
| 1Y | +1.3% | +0.6% | +0.7% | -1.3% |
| 3Y | +92.6% | +155.2% | -62.6% | +68.4% |
| 5Y | +53.8% | +305.8% | -252.0% | +28.2% |
| All | +53.8% | +278.7% | -224.8% | +28.2% |
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 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