+342.7%
RMD vs UEC
+623.0%
-280.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | +1.7% | -18.1% | +19.8% | +3.2% |
| 3M | +6.4% | -36.9% | +43.3% | +10.1% |
| 6M | +20.7% | -56.1% | +76.8% | +27.9% |
| YTD | -0.2% | -38.1% | +37.9% | +1.4% |
| 1Y | -4.5% | -41.7% | +37.2% | -2.8% |
| 3Y | +70.5% | +28.2% | +42.3% | +53.4% |
| 5Y | -1.6% | +31.7% | -33.3% | -16.8% |
| 10Y | +342.7% | +685.9% | -343.2% | +164.3% |
| All | +342.7% | +623.0% | -280.3% | +164.3% |
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 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