+981.7%
RMD vs UEC
+73.5%
+908.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | -5.0% | -6.9% | +2.0% | -4.5% |
| 30D | +2.2% | +7.6% | -5.4% | +1.6% |
| 3M | +17.8% | -18.4% | +36.2% | +18.8% |
| 6M | -11.3% | -23.3% | +11.9% | -10.8% |
| YTD | -4.4% | -1.2% | -3.2% | -5.9% |
| 1Y | -15.7% | +2.3% | -18.0% | -17.9% |
| 3Y | +47.7% | +162.3% | -114.5% | +30.5% |
| 5Y | -19.2% | +287.2% | -306.5% | -33.5% |
| 10Y | +280.4% | +1,009.6% | -729.2% | +166.1% |
| All | +981.7% | +73.5% | +908.2% | +563.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling