+1,682.0%
QQQ vs UEC
+0.2%
+1,681.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.0% |
| 7D | +3.6% | -3.8% | +7.4% | +4.0% |
| 30D | -6.7% | -13.5% | +6.8% | -5.5% |
| 3M | -7.0% | -40.5% | +33.5% | -2.8% |
| 6M | -4.7% | -56.7% | +52.0% | +2.0% |
| YTD | +11.1% | -43.0% | +54.0% | +14.8% |
| 1Y | +12.3% | -42.5% | +54.8% | +15.7% |
| 3Y | +83.3% | +11.6% | +71.8% | +71.5% |
| 5Y | +77.5% | +21.8% | +55.7% | +57.6% |
| 10Y | +528.3% | +623.9% | -95.6% | +336.3% |
| All | +1,682.0% | +0.2% | +1,681.8% | +1,003.7% |
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