+508.7%
ONTO vs UEC
+630.3%
-121.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.8% | +8.0% | +8.6% |
| 7D | +16.4% | +0.6% | +15.8% | +16.7% |
| 30D | -21.4% | -18.1% | -3.3% | -16.3% |
| 3M | -32.7% | -36.9% | +4.2% | -23.6% |
| 6M | -25.2% | -56.1% | +30.9% | -6.9% |
| YTD | +36.2% | -38.1% | +74.3% | +52.1% |
| 1Y | +61.2% | -41.7% | +102.9% | +81.2% |
| 3Y | +58.7% | +28.2% | +30.5% | +32.3% |
| 5Y | +143.6% | +31.7% | +111.9% | +77.5% |
| All | +508.7% | +630.3% | -121.6% | +95.6% |
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