-2.2%
NFLX vs UEC
+33.3%
-35.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.8% | -0.4% |
| 7D | -0.3% | -5.2% | +4.9% | +0.2% |
| 30D | -10.0% | -22.0% | +12.0% | -7.7% |
| 3M | -17.1% | -37.0% | +19.9% | -13.1% |
| 6M | -27.7% | -52.7% | +25.0% | -22.4% |
| YTD | -32.5% | -38.6% | +6.1% | -31.6% |
| 1Y | -43.5% | -44.6% | +1.1% | -42.2% |
| 3Y | +41.4% | +27.1% | +14.3% | +17.4% |
| 5Y | -2.2% | +37.9% | -40.1% | -31.6% |
| All | -2.2% | +33.3% | -35.5% | -31.6% |
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