+57.7%
ONTO vs UEC
+37.5%
+20.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +10.1% | +1.9% | +8.5% |
| 7D | +1.4% | +1.5% | -0.1% | +1.5% |
| 30D | -34.1% | -17.1% | -17.0% | -29.5% |
| 3M | -37.1% | -32.3% | -4.7% | -28.9% |
| 6M | -31.8% | -49.7% | +17.9% | -17.1% |
| YTD | +22.9% | -34.8% | +57.7% | +36.5% |
| 1Y | +39.5% | -37.5% | +77.0% | +55.2% |
| 3Y | +57.7% | +37.1% | +20.6% | +24.3% |
| All | +57.7% | +37.5% | +20.1% | +24.3% |
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