+30.0%
P vs UEC
-53.3%
+83.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.8% | -3.2% | +1.0% |
| 7D | -23.8% | -10.2% | -13.6% | -20.4% |
| 30D | -36.6% | -26.9% | -9.7% | -29.7% |
| 3M | +10.9% | -35.7% | +46.6% | +25.7% |
| 6M | +30.0% | -56.1% | +86.1% | +64.4% |
| All | +30.0% | -53.3% | +83.3% | +64.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling