+238.0%
ONTO vs UEC
+274.7%
-36.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.1% |
| 7D | -1.0% | -6.9% | +5.9% | +0.9% |
| 30D | -2.9% | +7.6% | -10.5% | -5.1% |
| 3M | -2.5% | -18.4% | +15.9% | +1.8% |
| 6M | +28.2% | -23.3% | +51.5% | +34.2% |
| YTD | +69.8% | -1.2% | +71.0% | +66.1% |
| 1Y | +162.9% | +2.3% | +160.6% | +148.5% |
| 3Y | +95.9% | +162.3% | -66.3% | +38.6% |
| All | +238.0% | +274.7% | -36.7% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling