-2.6%
REPL vs UEC
+677.1%
-679.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.8% | -2.4% |
| 7D | -5.7% | +2.6% | -8.3% | -6.2% |
| 30D | +22.5% | +5.6% | +16.9% | +20.8% |
| 3M | +64.7% | -5.7% | +70.4% | +64.9% |
| 6M | +83.0% | -8.0% | +91.1% | +80.7% |
| YTD | +52.0% | +1.8% | +50.2% | +45.4% |
| 1Y | +144.5% | +0.6% | +143.9% | +133.3% |
| 3Y | -25.1% | +155.2% | -180.2% | -46.5% |
| 5Y | -52.9% | +305.8% | -358.7% | -73.4% |
| All | -2.6% | +677.1% | -679.7% | -64.1% |
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