-44.6%
QS vs UEC
+1,020.4%
-1,065.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -2.3% | -6.9% | +4.6% | -0.1% |
| 30D | -0.7% | +7.6% | -8.4% | -3.2% |
| 3M | -39.6% | -18.4% | -21.3% | -36.0% |
| 6M | -21.7% | -23.3% | +1.6% | -16.3% |
| YTD | -47.4% | -1.2% | -46.2% | -48.0% |
| 1Y | -28.4% | +2.3% | -30.7% | -30.9% |
| 3Y | -22.6% | +162.3% | -184.9% | -48.0% |
| 5Y | -75.6% | +287.2% | -362.8% | -85.4% |
| All | -44.6% | +1,020.4% | -1,065.0% | -54.3% |
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 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