+485.4%
P vs UEC
+939.6%
-454.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | +6.5% | -6.9% | +13.5% | +7.9% |
| 30D | +18.8% | +7.6% | +11.2% | +16.6% |
| 3M | +26.7% | -18.4% | +45.1% | +30.5% |
| 6M | +62.2% | -23.3% | +85.4% | +67.1% |
| YTD | +48.5% | -1.2% | +49.7% | +45.1% |
| 1Y | +26.4% | +2.3% | +24.1% | +20.4% |
| 3Y | +159.4% | +162.3% | -2.9% | +97.6% |
| 5Y | +275.8% | +287.2% | -11.5% | +148.0% |
| 10Y | +732.0% | +1,009.6% | -277.6% | +294.7% |
| All | +485.4% | +939.6% | -454.3% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling