+556.1%
ON vs UEC
+623.0%
-66.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +5.6% |
| 7D | +3.3% | +0.6% | +2.8% | +3.3% |
| 30D | -3.1% | -18.1% | +15.0% | +1.3% |
| 3M | -9.2% | -36.9% | +27.7% | -0.2% |
| 6M | -31.4% | -56.1% | +24.8% | -18.9% |
| YTD | +36.0% | -38.1% | +74.1% | +46.0% |
| 1Y | +52.0% | -41.7% | +93.7% | +64.3% |
| 3Y | +9.3% | +28.2% | -18.9% | -10.2% |
| 5Y | +26.5% | +31.7% | -5.2% | -7.4% |
| 10Y | +556.1% | +685.9% | -129.7% | +164.2% |
| All | +556.1% | +623.0% | -66.9% | +164.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling