+499.7%
RBA vs UEC
+73.5%
+426.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | -2.9% | -6.9% | +4.0% | -2.4% |
| 30D | -12.3% | +7.6% | -19.9% | -12.9% |
| 3M | -20.5% | -18.4% | -2.1% | -19.8% |
| 6M | -18.5% | -23.3% | +4.7% | -17.9% |
| YTD | -18.2% | -1.2% | -17.0% | -19.5% |
| 1Y | -27.5% | +2.3% | -29.8% | -29.4% |
| 3Y | +38.1% | +162.3% | -124.2% | +20.8% |
| 5Y | +44.8% | +287.2% | -242.5% | +17.0% |
| 10Y | +187.1% | +1,009.6% | -822.5% | +93.1% |
| All | +499.7% | +73.5% | +426.2% | +247.2% |
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 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