+204.8%
RBA vs UEC
+631.2%
-426.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.5% | -1.0% |
| 7D | -0.5% | +4.9% | -5.5% | -1.0% |
| 30D | +6.8% | -17.5% | +24.3% | +8.2% |
| 3M | +9.5% | -40.1% | +49.6% | +13.4% |
| 6M | -8.2% | -56.1% | +47.9% | -3.2% |
| YTD | -7.7% | -41.8% | +34.0% | -5.8% |
| 1Y | -6.9% | -44.8% | +37.9% | -4.8% |
| 3Y | +61.6% | +20.6% | +41.1% | +48.4% |
| 5Y | +44.7% | +24.3% | +20.4% | +25.6% |
| All | +204.8% | +631.2% | -426.4% | +99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling