+83.9%
ROKU vs UEC
+122.3%
-38.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +1.3% |
| 7D | -0.4% | -9.4% | +9.0% | +1.1% |
| 30D | +2.1% | -8.0% | +10.1% | +2.9% |
| 3M | +29.5% | -1.7% | +31.2% | +28.7% |
| 6M | +53.8% | -26.1% | +79.9% | +58.1% |
| YTD | +42.8% | -10.5% | +53.3% | +40.9% |
| 1Y | +60.7% | -13.3% | +74.0% | +55.6% |
| 3Y | +83.9% | +116.4% | -32.5% | +49.6% |
| All | +83.9% | +122.3% | -38.4% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling