-50.9%
OPEN vs UEC
-1.0%
-49.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.2% | -1.7% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -13.8% | +1.9% | -15.7% | -14.3% |
| 3M | -30.9% | +8.9% | -39.8% | -32.7% |
| 6M | -40.9% | -14.5% | -26.5% | -40.2% |
| YTD | -48.5% | -0.7% | -47.9% | -47.6% |
| 1Y | -50.9% | -4.1% | -46.8% | -33.7% |
| All | -50.9% | -1.0% | -49.9% | -33.7% |
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 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