+715.0%
P vs UEC
+933.9%
-218.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.1% |
| 7D | +7.8% | +2.6% | +5.3% | +7.3% |
| 30D | +12.3% | +5.6% | +6.7% | +10.6% |
| 3M | +37.1% | -5.7% | +42.8% | +37.3% |
| 6M | +66.1% | -8.0% | +74.1% | +65.6% |
| YTD | +50.9% | +1.8% | +49.1% | +46.5% |
| 1Y | +27.2% | +0.6% | +26.6% | +21.4% |
| 3Y | +158.7% | +155.2% | +3.5% | +96.4% |
| 5Y | +291.1% | +305.8% | -14.7% | +152.7% |
| 10Y | +715.0% | +943.0% | -228.0% | +275.0% |
| All | +715.0% | +933.9% | -218.9% | +275.0% |
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 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