+667.4%
NFLX vs UEC
+939.6%
-272.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.5% |
| 7D | -8.1% | -4.3% | -3.8% | -7.6% |
| 30D | +1.6% | -3.8% | +5.5% | +1.8% |
| 3M | -7.3% | +17.0% | -24.3% | -9.5% |
| 6M | -21.6% | -23.9% | +2.3% | -20.7% |
| YTD | -18.9% | -5.7% | -13.3% | -20.9% |
| 1Y | -39.1% | -12.5% | -26.5% | -40.8% |
| 3Y | +71.7% | +136.5% | -64.8% | +40.7% |
| 5Y | +27.0% | +243.3% | -216.3% | -6.2% |
| All | +667.4% | +939.6% | -272.2% | +359.8% |
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