+1,581.9%
ROL vs UEC
+8.7%
+1,573.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | +0.8% | +0.6% | +0.2% | +0.6% |
| 30D | +20.6% | -18.1% | +38.7% | +21.7% |
| 3M | +4.5% | -36.9% | +41.4% | +6.8% |
| 6M | -26.5% | -56.1% | +29.6% | -23.7% |
| YTD | -34.8% | -38.1% | +3.3% | -34.2% |
| 1Y | -33.2% | -41.7% | +8.5% | -32.4% |
| 3Y | +4.5% | +28.2% | -23.7% | -2.4% |
| 5Y | +15.5% | +31.7% | -16.2% | +3.7% |
| 10Y | +217.2% | +685.9% | -468.6% | +131.6% |
| All | +1,581.9% | +8.7% | +1,573.1% | +1,086.9% |
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