+91.3%
QQQ vs UEC
+134.5%
-43.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.5% |
| 7D | -1.3% | -4.3% | +3.0% | -0.8% |
| 30D | -1.4% | -3.8% | +2.5% | -1.2% |
| 3M | +2.3% | +17.0% | -14.7% | 0.0% |
| 6M | +16.9% | -23.9% | +40.8% | +18.6% |
| YTD | +15.6% | -5.7% | +21.3% | +13.9% |
| 1Y | +22.6% | -12.5% | +35.2% | +20.4% |
| All | +91.3% | +134.5% | -43.2% | +62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling