+70.5%
NDAQ vs UEC
+33.3%
+37.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.9% | +7.3% | +1.8% |
| 7D | +2.9% | -5.2% | +8.0% | +3.1% |
| 30D | +17.5% | -22.0% | +39.5% | +19.1% |
| 3M | +15.4% | -37.0% | +52.4% | +18.4% |
| 6M | +24.6% | -52.7% | +77.3% | +29.6% |
| YTD | +14.4% | -38.6% | +53.0% | +15.6% |
| 1Y | +26.9% | -44.6% | +71.5% | +28.9% |
| 3Y | +119.8% | +27.1% | +92.7% | +98.9% |
| 5Y | +70.5% | +37.9% | +32.6% | +48.5% |
| All | +70.5% | +33.3% | +37.2% | +48.5% |
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