-23.3%
REPL vs UEC
+151.4%
-174.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -3.0% | -6.9% | +4.0% | -2.2% |
| 30D | +27.1% | +7.6% | +19.5% | +25.9% |
| 3M | +52.4% | -18.4% | +70.8% | +54.9% |
| 6M | +107.4% | -23.3% | +130.7% | +110.0% |
| YTD | +54.7% | -1.2% | +55.9% | +53.9% |
| 1Y | +158.9% | +2.3% | +156.6% | +161.3% |
| All | -23.3% | +151.4% | -174.7% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling