+550.6%
ROKU vs UEC
+728.6%
-177.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -1.1% |
| 7D | -3.0% | -0.2% | -2.9% | -3.0% |
| 30D | +0.7% | +1.9% | -1.2% | -0.2% |
| 3M | +26.5% | +8.9% | +17.5% | +22.7% |
| 6M | +52.6% | -14.5% | +67.1% | +53.3% |
| YTD | +40.9% | -0.7% | +41.6% | +35.5% |
| 1Y | +57.6% | -4.1% | +61.7% | +48.7% |
| 3Y | +83.2% | +148.9% | -65.7% | +31.5% |
| 5Y | -54.8% | +300.0% | -354.8% | -72.6% |
| All | +550.6% | +728.6% | -177.9% | +46.9% |
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