-52.3%
PODD vs UEC
+39.8%
-92.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | -9.1% | +0.6% | -9.6% | -9.3% |
| 30D | +7.3% | -18.1% | +25.4% | +9.7% |
| 3M | +3.7% | -36.9% | +40.6% | +9.1% |
| 6M | -2.7% | -56.1% | +53.4% | +6.2% |
| YTD | -47.2% | -38.1% | -9.1% | -46.3% |
| 1Y | -54.0% | -41.7% | -12.3% | -53.0% |
| 3Y | -3.3% | +28.2% | -31.5% | -21.2% |
| 5Y | -52.3% | +31.7% | -84.0% | -67.5% |
| All | -52.3% | +39.8% | -92.2% | -67.5% |
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