+571.4%
RBA vs UEC
+4.1%
+567.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.8% | -8.1% | -1.8% |
| 7D | +4.3% | -10.2% | +14.5% | +5.0% |
| 30D | +16.3% | -26.9% | +43.2% | +18.8% |
| 3M | +1.3% | -35.7% | +37.0% | +4.2% |
| 6M | -11.1% | -56.1% | +45.1% | -6.4% |
| YTD | -8.5% | -40.8% | +32.3% | -6.6% |
| 1Y | -2.1% | -43.4% | +41.2% | -0.1% |
| 3Y | +44.6% | +25.4% | +19.2% | +33.8% |
| 5Y | +36.8% | +51.1% | -14.3% | +19.2% |
| 10Y | +227.3% | +695.4% | -468.1% | +125.4% |
| All | +571.4% | +4.1% | +567.3% | +302.8% |
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