+652.6%
P vs UEC
+696.7%
-44.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.1% | +0.3% |
| 7D | -13.3% | -5.2% | -8.2% | -12.2% |
| 30D | -34.0% | -22.0% | -12.0% | -30.5% |
| 3M | +4.1% | -37.0% | +41.1% | +13.2% |
| 6M | +30.5% | -52.7% | +83.2% | +48.8% |
| YTD | +52.2% | -38.6% | +90.8% | +62.8% |
| 1Y | +10.3% | -44.6% | +54.9% | +19.3% |
| 3Y | +180.9% | +27.1% | +153.7% | +144.7% |
| 5Y | +259.7% | +37.9% | +221.8% | +183.7% |
| 10Y | +652.6% | +631.6% | +21.0% | +313.2% |
| All | +652.6% | +696.7% | -44.0% | +313.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling