+655.3%
P vs UEC
+623.0%
+32.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +4.3% |
| 7D | -4.7% | +0.6% | -5.3% | -4.6% |
| 30D | -31.4% | -18.1% | -13.3% | -28.5% |
| 3M | -2.6% | -36.9% | +34.3% | +5.9% |
| 6M | +21.9% | -56.1% | +78.0% | +40.9% |
| YTD | +58.9% | -38.1% | +97.0% | +69.8% |
| 1Y | +21.7% | -41.7% | +63.4% | +30.5% |
| 3Y | +193.3% | +28.2% | +165.1% | +154.9% |
| 5Y | +275.1% | +31.7% | +243.4% | +197.7% |
| 10Y | +655.3% | +685.9% | -30.6% | +305.7% |
| All | +655.3% | +623.0% | +32.3% | +305.7% |
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