+668.4%
ON vs UEC
+73.5%
+594.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.4% | -6.9% | +9.4% | +3.7% |
| 30D | -3.3% | +7.6% | -10.9% | -4.9% |
| 3M | -43.6% | -18.4% | -25.2% | -41.9% |
| 6M | +19.0% | -23.3% | +42.2% | +22.8% |
| YTD | +37.4% | -1.2% | +38.6% | +34.5% |
| 1Y | +54.8% | +2.3% | +52.5% | +48.0% |
| 3Y | -25.2% | +162.3% | -187.4% | -42.6% |
| 5Y | +62.7% | +287.2% | -224.5% | +9.0% |
| 10Y | +574.3% | +1,009.6% | -435.3% | +230.5% |
| All | +668.4% | +73.5% | +594.9% | +164.7% |
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