-22.1%
RMD vs UEC
+289.3%
-311.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.3% |
| 7D | -4.7% | -0.2% | -4.6% | -4.7% |
| 30D | +0.2% | +1.9% | -1.7% | 0.0% |
| 3M | +12.0% | +8.9% | +3.1% | +10.9% |
| 6M | -12.5% | -14.5% | +1.9% | -12.6% |
| YTD | -7.9% | -0.7% | -7.3% | -9.5% |
| 1Y | -20.4% | -4.1% | -16.3% | -22.2% |
| 3Y | +53.1% | +148.9% | -95.8% | +33.1% |
| 5Y | -22.1% | +300.0% | -322.1% | -37.2% |
| All | -22.1% | +289.3% | -311.4% | -37.2% |
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