+74.2%
OTIS vs UEC
+2,355.3%
-2,281.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | -0.7% | -6.9% | +6.2% | -0.3% |
| 30D | -2.0% | +7.6% | -9.6% | -2.6% |
| 3M | +2.6% | -18.4% | +21.0% | +3.4% |
| 6M | -20.9% | -23.3% | +2.3% | -20.4% |
| YTD | -17.1% | -1.2% | -15.9% | -18.3% |
| 1Y | -15.9% | +2.3% | -18.2% | -18.0% |
| 3Y | -12.7% | +162.3% | -175.0% | -23.5% |
| 5Y | -15.7% | +287.2% | -303.0% | -31.2% |
| All | +74.2% | +2,355.3% | -2,281.1% | +13.0% |
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