+1,418.0%
QLD vs UEC
+765.9%
+652.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +10.1% | -3.3% | +4.2% |
| 7D | -1.4% | +1.5% | -2.9% | -1.7% |
| 30D | -19.6% | -17.1% | -2.5% | -15.7% |
| 3M | -14.1% | -32.3% | +18.2% | -6.1% |
| 6M | -13.6% | -49.7% | +36.1% | +0.4% |
| YTD | +12.5% | -34.8% | +47.3% | +19.8% |
| 1Y | +13.1% | -37.5% | +50.7% | +21.0% |
| 3Y | +154.7% | +37.1% | +117.7% | +103.9% |
| 5Y | +81.1% | +44.3% | +36.8% | +29.7% |
| 10Y | +1,418.0% | +737.4% | +680.6% | +493.1% |
| All | +1,418.0% | +765.9% | +652.1% | +493.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling