+28.3%
RDW vs UEC
-1.0%
+29.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.3% | +1.4% |
| 7D | -3.1% | -6.9% | +3.8% | +1.4% |
| 30D | -1.8% | +7.6% | -9.4% | -7.5% |
| 3M | -50.9% | -18.4% | -32.5% | -45.0% |
| 6M | +13.5% | -23.3% | +36.7% | +28.1% |
| YTD | +38.6% | -1.2% | +39.8% | +44.9% |
| 1Y | +28.3% | +2.3% | +26.0% | +31.5% |
| All | +28.3% | -1.0% | +29.3% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling