-89.0%
OPEN vs UEC
+586.6%
-675.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.6% | -3.0% |
| 7D | -15.0% | -3.8% | -11.2% | -14.0% |
| 30D | -40.2% | -13.5% | -26.7% | -37.9% |
| 3M | -67.4% | -40.5% | -26.9% | -62.3% |
| 6M | -74.0% | -56.7% | -17.3% | -67.5% |
| YTD | -79.6% | -43.0% | -36.6% | -77.1% |
| 1Y | -86.1% | -42.5% | -43.6% | -84.5% |
| 3Y | -41.4% | +11.6% | -52.9% | -53.2% |
| 5Y | -94.9% | +21.8% | -116.6% | -96.5% |
| All | -89.0% | +586.6% | -675.6% | -94.9% |
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