+46.4%
RF vs UEC
+21.1%
+25.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.4% |
| 7D | +1.9% | -3.8% | +5.7% | +2.2% |
| 30D | +7.3% | -13.5% | +20.8% | +8.5% |
| 3M | -7.9% | -40.5% | +32.6% | -3.9% |
| 6M | +10.5% | -56.7% | +67.2% | +18.1% |
| YTD | +9.6% | -43.0% | +52.6% | +12.5% |
| 1Y | +20.3% | -42.5% | +62.8% | +22.9% |
| 3Y | +119.5% | +11.6% | +108.0% | +96.0% |
| All | +46.4% | +21.1% | +25.3% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling