+176.9%
OMC vs UEC
+73.5%
+103.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | -6.4% | -6.9% | +0.5% | -5.9% |
| 30D | +1.1% | +7.6% | -6.5% | +0.3% |
| 3M | +10.4% | -18.4% | +28.8% | +11.4% |
| 6M | -1.7% | -23.3% | +21.6% | -1.0% |
| YTD | +4.4% | -1.2% | +5.6% | +2.5% |
| 1Y | +8.4% | +2.3% | +6.1% | +5.0% |
| 3Y | +14.4% | +162.3% | -147.9% | -1.0% |
| 5Y | +33.9% | +287.2% | -253.4% | +6.6% |
| 10Y | +34.9% | +1,009.6% | -974.8% | -11.5% |
| All | +176.9% | +73.5% | +103.4% | +48.5% |
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 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