+13.8%
ORCL vs UEC
+18.1%
-4.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.9% |
| 7D | +8.0% | -3.8% | +11.7% | +8.8% |
| 30D | -4.0% | -13.5% | +9.5% | -0.7% |
| 3M | -19.5% | -40.5% | +21.0% | -10.1% |
| 6M | -33.5% | -56.7% | +23.2% | -21.7% |
| YTD | -34.8% | -43.0% | +8.2% | -28.6% |
| 1Y | -41.6% | -42.5% | +0.9% | -36.6% |
| 3Y | +13.8% | +11.6% | +2.2% | +3.5% |
| All | +13.8% | +18.1% | -4.3% | +3.5% |
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