+5,964.6%
QLD vs UEC
+4.1%
+5,960.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.2% | +1.3% |
| 7D | -10.3% | -10.2% | 0.0% | -8.3% |
| 30D | -26.1% | -26.9% | +0.9% | -21.5% |
| 3M | -17.8% | -35.7% | +17.9% | -11.1% |
| 6M | -15.6% | -56.1% | +40.6% | -2.8% |
| YTD | +5.4% | -40.8% | +46.1% | +13.0% |
| 1Y | +5.2% | -43.4% | +48.6% | +13.2% |
| 3Y | +139.4% | +25.4% | +114.1% | +109.4% |
| 5Y | +66.7% | +51.1% | +15.6% | +32.6% |
| 10Y | +1,422.1% | +695.4% | +726.7% | +680.1% |
| All | +5,964.6% | +4.1% | +5,960.6% | +2,488.9% |
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