+32.7%
ORCL vs UEC
+157.0%
-124.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +5.3% | -6.9% | +12.2% | +6.8% |
| 30D | +10.0% | +7.6% | +2.3% | +8.0% |
| 3M | -32.6% | -18.4% | -14.2% | -30.5% |
| 6M | +4.9% | -23.3% | +28.2% | +8.2% |
| YTD | -17.8% | -1.2% | -16.6% | -20.0% |
| 1Y | -28.0% | +2.3% | -30.3% | -31.4% |
| All | +32.7% | +157.0% | -124.3% | +5.7% |
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 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