+34.6%
RL vs UEC
-46.3%
+81.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.9% | +9.4% | +4.9% |
| 7D | +5.8% | -13.8% | +19.6% | +7.2% |
| 30D | +12.7% | -23.1% | +35.8% | +15.2% |
| 3M | +9.3% | -31.5% | +40.9% | +12.4% |
| 6M | +16.9% | -51.5% | +68.4% | +23.0% |
| YTD | +17.5% | -38.4% | +55.9% | +17.6% |
| 1Y | +34.6% | -44.7% | +79.3% | +35.2% |
| All | +34.6% | -46.3% | +81.0% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling