-87.9%
OPEN vs UEC
+639.2%
-727.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.9% | -1.2% | -5.3% |
| 7D | -24.7% | -5.2% | -19.6% | -24.1% |
| 30D | -41.0% | -22.0% | -19.0% | -36.9% |
| 3M | -62.4% | -37.0% | -25.4% | -57.2% |
| 6M | -73.9% | -52.7% | -21.1% | -68.3% |
| YTD | -77.5% | -38.6% | -38.9% | -75.4% |
| 1Y | -83.6% | -44.6% | -39.0% | -81.5% |
| 3Y | -37.0% | +27.1% | -64.1% | -51.9% |
| 5Y | -93.3% | +37.9% | -131.2% | -95.6% |
| All | -87.9% | +639.2% | -727.1% | -94.5% |
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