+0.6%
OTIS vs UEC
+18.1%
-17.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.1% |
| 7D | -1.3% | -3.8% | +2.5% | -1.2% |
| 30D | +12.8% | -13.5% | +26.3% | +13.0% |
| 3M | +7.4% | -40.5% | +47.9% | +8.3% |
| 6M | +7.7% | -56.7% | +64.4% | +9.3% |
| YTD | -9.3% | -43.0% | +33.7% | -8.8% |
| 1Y | -12.1% | -42.5% | +30.4% | -11.8% |
| 3Y | +0.6% | +11.6% | -10.9% | -6.1% |
| All | +0.6% | +18.1% | -17.4% | -6.1% |
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