+46.8%
REPL vs UEC
+398.0%
-351.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +10.1% | -7.2% | +1.0% |
| 7D | +14.2% | +1.5% | +12.7% | +13.8% |
| 30D | +65.9% | -17.1% | +83.0% | +71.9% |
| 3M | +84.6% | -32.3% | +116.9% | +98.2% |
| 6M | +446.9% | -49.7% | +496.7% | +511.8% |
| YTD | +129.0% | -34.8% | +163.8% | +138.5% |
| 1Y | +167.9% | -37.5% | +205.4% | +179.5% |
| 3Y | +93.9% | +37.1% | +56.9% | +58.1% |
| 5Y | -33.0% | +44.3% | -77.3% | -52.0% |
| All | +46.8% | +398.0% | -351.2% | -41.1% |
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