+1,459.7%
ROL vs UEC
+73.5%
+1,386.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | -1.4% | -6.9% | +5.5% | -1.0% |
| 30D | -4.1% | +7.6% | -11.7% | -4.6% |
| 3M | -22.5% | -18.4% | -4.1% | -22.0% |
| 6M | -37.7% | -23.3% | -14.4% | -37.4% |
| YTD | -39.6% | -1.2% | -38.4% | -40.4% |
| 1Y | -36.0% | +2.3% | -38.3% | -37.5% |
| 3Y | -5.1% | +162.3% | -167.4% | -15.1% |
| 5Y | -3.4% | +287.2% | -290.6% | -19.0% |
| 10Y | +215.2% | +1,009.6% | -794.4% | +126.0% |
| All | +1,459.7% | +73.5% | +1,386.1% | +974.3% |
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