+135.7%
ROP vs UEC
+908.7%
-773.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.2% |
| 7D | -6.1% | -0.2% | -5.9% | -6.1% |
| 30D | -3.4% | +1.9% | -5.3% | -3.6% |
| 3M | +16.7% | +8.9% | +7.8% | +15.4% |
| 6M | +8.1% | -14.5% | +22.5% | +7.9% |
| YTD | -11.7% | -0.7% | -11.0% | -13.5% |
| 1Y | -24.2% | -4.1% | -20.2% | -26.3% |
| 3Y | -19.0% | +148.9% | -167.9% | -30.1% |
| 5Y | -15.9% | +300.0% | -315.9% | -34.6% |
| 10Y | +135.7% | +994.3% | -858.7% | +35.7% |
| All | +135.7% | +908.7% | -773.0% | +35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling