+492.4%
O vs UEC
+14.6%
+477.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.1% | -9.3% | +0.3% |
| 7D | +3.3% | +1.5% | +1.9% | +3.2% |
| 30D | +10.3% | -17.1% | +27.4% | +11.2% |
| 3M | -3.5% | -32.3% | +28.9% | -1.8% |
| 6M | -1.3% | -49.7% | +48.5% | +1.5% |
| YTD | +10.3% | -34.8% | +45.1% | +11.1% |
| 1Y | +10.4% | -37.5% | +47.9% | +11.2% |
| 3Y | +40.0% | +37.1% | +2.9% | +31.4% |
| 5Y | +12.4% | +44.3% | -32.0% | +1.6% |
| 10Y | +78.2% | +737.4% | -659.2% | +34.9% |
| All | +492.4% | +14.6% | +477.9% | +283.2% |
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