+1,294.3%
NDAQ vs UEC
+8.7%
+1,285.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | +16.3% | -18.1% | +34.4% | +18.1% |
| 3M | +15.8% | -36.9% | +52.7% | +20.0% |
| 6M | +24.8% | -56.1% | +80.9% | +32.6% |
| YTD | +14.1% | -38.1% | +52.2% | +16.0% |
| 1Y | +26.5% | -41.7% | +68.2% | +29.0% |
| 3Y | +119.1% | +28.2% | +91.0% | +98.4% |
| 5Y | +70.9% | +31.7% | +39.2% | +46.2% |
| 10Y | +479.7% | +685.9% | -206.2% | +260.0% |
| All | +1,294.3% | +8.7% | +1,285.6% | +655.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling