+26.7%
NFLX vs UEC
+278.7%
-252.0%
-75.9%
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% | -2.2% |
| 7D | -5.0% | +2.6% | -7.6% | -5.3% |
| 30D | +3.5% | +5.6% | -2.0% | +2.6% |
| 3M | -7.1% | -5.7% | -1.4% | -7.3% |
| 6M | -22.5% | -8.0% | -14.4% | -23.3% |
| YTD | -18.1% | +1.8% | -19.9% | -21.3% |
| 1Y | -38.3% | +0.6% | -38.9% | -41.6% |
| 3Y | +73.4% | +155.2% | -81.8% | +33.5% |
| 5Y | +26.7% | +305.8% | -279.1% | -14.8% |
| All | +26.7% | +278.7% | -252.0% | -14.8% |
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 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