-87.0%
OPEN vs UEC
+613.4%
-700.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +6.8% | -28.6% | -23.9% |
| 7D | -22.2% | -10.2% | -12.0% | -20.2% |
| 30D | -38.3% | -26.9% | -11.4% | -32.7% |
| 3M | -59.4% | -35.7% | -23.7% | -54.1% |
| 6M | -74.4% | -56.1% | -18.2% | -68.1% |
| YTD | -76.0% | -40.8% | -35.2% | -73.4% |
| 1Y | -78.7% | -43.4% | -35.3% | -76.0% |
| 3Y | -30.0% | +25.4% | -55.4% | -46.3% |
| 5Y | -93.7% | +51.1% | -144.8% | -95.9% |
| All | -87.0% | +613.4% | -700.4% | -94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling