+493.5%
ONTO vs UEC
+586.9%
-93.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.9% | +3.4% | -0.8% |
| 7D | +34.4% | +4.9% | +29.5% | +32.8% |
| 30D | -20.4% | -17.5% | -3.0% | -15.4% |
| 3M | -37.8% | -40.1% | +2.3% | -28.3% |
| 6M | -24.6% | -56.1% | +31.6% | -6.0% |
| YTD | +32.8% | -41.8% | +74.6% | +50.9% |
| 1Y | +54.7% | -44.8% | +99.5% | +76.7% |
| 3Y | +54.7% | +20.6% | +34.1% | +31.2% |
| 5Y | +134.0% | +24.3% | +109.7% | +73.3% |
| All | +493.5% | +586.9% | -93.4% | +94.1% |
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