+23.0%
QQQ vs UEC
-16.4%
+39.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.0% | +1.5% |
| 7D | -0.6% | -9.4% | +8.9% | +0.5% |
| 30D | -1.2% | -8.0% | +6.8% | -0.5% |
| 3M | -0.2% | -1.7% | +1.5% | -0.5% |
| 6M | +17.9% | -26.1% | +44.1% | +19.5% |
| YTD | +16.6% | -10.5% | +27.2% | +16.3% |
| 1Y | +23.0% | -13.3% | +36.3% | +22.5% |
| All | +23.0% | -16.4% | +39.4% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling