-17.1%
OPEN vs UEC
+151.4%
-168.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.6% |
| 7D | -4.3% | -6.9% | +2.7% | -2.4% |
| 30D | -16.2% | +7.6% | -23.9% | -18.0% |
| 3M | -36.4% | -18.4% | -18.0% | -33.8% |
| 6M | -35.5% | -23.3% | -12.2% | -33.0% |
| YTD | -46.0% | -1.2% | -44.8% | -47.5% |
| 1Y | -47.1% | +2.3% | -49.5% | -50.6% |
| All | -17.1% | +151.4% | -168.5% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling