+10.5%
ON vs UEC
+28.2%
-17.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.8% |
| 3M | -9.2% | -36.9% | +27.7% | -1.2% |
| 6M | -31.4% | -56.1% | +24.8% | -21.0% |
| YTD | +36.0% | -38.1% | +74.1% | +45.4% |
| 1Y | +52.0% | -41.7% | +93.7% | +63.3% |
| All | +10.5% | +28.2% | -17.7% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling