+206.3%
P vs UEC
+20.6%
+185.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -5.9% | +9.3% | +4.8% |
| 7D | +17.8% | +4.9% | +12.9% | +16.3% |
| 30D | -29.9% | -17.5% | -12.4% | -26.4% |
| 3M | -1.2% | -40.1% | +39.0% | +10.3% |
| 6M | +32.1% | -56.1% | +88.3% | +56.1% |
| YTD | +64.3% | -41.8% | +106.1% | +80.1% |
| 1Y | +24.3% | -44.8% | +69.1% | +36.5% |
| All | +206.3% | +20.6% | +185.8% | +195.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling