+824.1%
PODD vs UEC
+128.1%
+696.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.3% | -2.1% |
| 7D | +1.6% | -6.9% | +8.6% | +2.3% |
| 30D | +10.7% | +7.6% | +3.0% | +9.6% |
| 3M | +0.7% | -18.4% | +19.1% | +1.8% |
| 6M | -39.3% | -23.3% | -16.0% | -38.7% |
| YTD | -48.1% | -1.2% | -46.9% | -49.4% |
| 1Y | -57.4% | +2.3% | -59.7% | -59.1% |
| 3Y | -23.3% | +162.3% | -185.5% | -36.0% |
| 5Y | -51.3% | +287.2% | -338.5% | -62.7% |
| 10Y | +242.0% | +1,009.6% | -767.6% | +107.3% |
| All | +824.1% | +128.1% | +696.0% | +341.5% |
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 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