+11.2%
P vs UEC
-40.9%
+52.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +10.1% | -3.8% | +3.3% |
| 7D | -9.6% | +1.5% | -11.1% | -9.8% |
| 30D | -33.4% | -17.1% | -16.3% | -30.2% |
| 3M | +14.2% | -32.3% | +46.5% | +24.6% |
| 6M | +31.6% | -49.7% | +81.3% | +51.9% |
| YTD | +53.5% | -34.8% | +88.2% | +67.7% |
| All | +11.2% | -40.9% | +52.1% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling