-83.6%
OPEN vs UEC
-44.4%
-39.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.9% | -1.2% | -5.2% |
| 7D | -24.7% | -5.2% | -19.6% | -23.9% |
| 30D | -41.0% | -22.0% | -19.0% | -36.3% |
| 3M | -62.4% | -37.0% | -25.4% | -56.6% |
| 6M | -73.9% | -52.7% | -21.1% | -67.2% |
| YTD | -77.5% | -38.6% | -38.9% | -76.8% |
| 1Y | -83.6% | -44.6% | -39.0% | -82.1% |
| All | -83.6% | -44.4% | -39.2% | -82.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling