-80.7%
QID vs UEC
+273.6%
-354.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.0% | +7.3% | +1.0% |
| 7D | +2.7% | -4.3% | +7.0% | +1.6% |
| 30D | +3.3% | -3.8% | +7.2% | +2.9% |
| 3M | -5.5% | +17.0% | -22.5% | +0.8% |
| 6M | -28.4% | -23.9% | -4.5% | -29.4% |
| YTD | -26.6% | -5.7% | -20.9% | -21.9% |
| 1Y | -34.1% | -12.5% | -21.6% | -29.5% |
| 3Y | -73.7% | +136.5% | -210.2% | -56.7% |
| 5Y | -80.7% | +243.3% | -324.0% | -56.4% |
| All | -80.7% | +273.6% | -354.2% | -56.4% |
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 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