+7,318.5%
QLD vs UEC
+73.5%
+7,245.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | +0.6% | -6.9% | +7.5% | +1.9% |
| 30D | -0.1% | +7.6% | -7.8% | -1.9% |
| 3M | -8.4% | -18.4% | +10.0% | -5.5% |
| 6M | +32.2% | -23.3% | +55.5% | +36.4% |
| YTD | +28.9% | -1.2% | +30.1% | +25.7% |
| 1Y | +43.8% | +2.3% | +41.5% | +37.0% |
| 3Y | +176.6% | +162.3% | +14.3% | +110.0% |
| 5Y | +121.6% | +287.2% | -165.7% | +47.6% |
| 10Y | +1,652.9% | +1,009.6% | +643.3% | +736.1% |
| All | +7,318.5% | +73.5% | +7,245.0% | +2,779.6% |
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