-45.1%
OUST vs UEC
+39.8%
-84.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | +14.0% | +0.6% | +13.4% | +14.1% |
| 30D | +2.5% | -18.1% | +20.7% | +11.0% |
| 3M | -15.3% | -36.9% | +21.6% | +0.2% |
| 6M | +42.6% | -56.1% | +98.7% | +91.0% |
| YTD | +76.6% | -38.1% | +114.7% | +108.3% |
| 1Y | +54.1% | -41.7% | +95.7% | +85.7% |
| 3Y | +675.3% | +28.2% | +647.1% | +536.8% |
| 5Y | -45.1% | +31.7% | -76.8% | -63.3% |
| All | -45.1% | +39.8% | -84.9% | -63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling