+284.7%
P vs UEC
+21.1%
+263.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.4% |
| 7D | +11.6% | -3.8% | +15.4% | +12.5% |
| 30D | -23.7% | -13.5% | -10.2% | -20.8% |
| 3M | -8.0% | -40.5% | +32.5% | +3.0% |
| 6M | +27.9% | -56.7% | +84.6% | +52.2% |
| YTD | +61.2% | -43.0% | +104.1% | +77.2% |
| 1Y | +28.6% | -42.5% | +71.2% | +39.7% |
| 3Y | +200.5% | +11.6% | +188.9% | +157.6% |
| All | +284.7% | +21.1% | +263.6% | +192.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling