+65.3%
RIG vs UEC
+273.6%
-208.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +2.5% |
| 7D | -4.2% | -4.3% | +0.1% | -3.0% |
| 30D | -0.7% | -3.8% | +3.2% | -0.6% |
| 3M | -4.0% | +17.0% | -21.0% | -10.6% |
| 6M | -6.3% | -23.9% | +17.6% | -3.9% |
| YTD | +39.7% | -5.7% | +45.4% | +31.0% |
| 1Y | +78.1% | -12.5% | +90.6% | +64.4% |
| 3Y | -29.5% | +136.5% | -165.9% | -61.0% |
| 5Y | +65.3% | +243.3% | -178.0% | -28.2% |
| All | +65.3% | +273.6% | -208.2% | -28.2% |
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