+29.7%
OMC vs UEC
+289.3%
-259.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -3.3% |
| 7D | -4.2% | -0.2% | -4.1% | -4.2% |
| 30D | -7.5% | +1.9% | -9.4% | -7.7% |
| 3M | +4.6% | +8.9% | -4.3% | +3.7% |
| 6M | -4.8% | -14.5% | +9.6% | -4.9% |
| YTD | -1.0% | -0.7% | -0.3% | -2.7% |
| 1Y | +3.8% | -4.1% | +7.9% | +1.3% |
| 3Y | +10.2% | +148.9% | -138.7% | -4.3% |
| 5Y | +29.7% | +300.0% | -270.3% | +5.5% |
| All | +29.7% | +289.3% | -259.5% | +5.5% |
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