+77.5%
QQQ vs UEC
+21.1%
+56.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.9% |
| 7D | +3.6% | -3.8% | +7.4% | +4.1% |
| 30D | -6.7% | -13.5% | +6.8% | -5.0% |
| 3M | -7.0% | -40.5% | +33.5% | -0.8% |
| 6M | -4.7% | -56.7% | +52.0% | +5.2% |
| YTD | +11.1% | -43.0% | +54.0% | +16.2% |
| 1Y | +12.3% | -42.5% | +54.8% | +16.8% |
| 3Y | +83.3% | +11.6% | +71.8% | +62.0% |
| All | +77.5% | +21.1% | +56.4% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling