+184.4%
ROP vs UEC
+616.1%
-431.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.6% |
| 7D | +0.7% | -3.8% | +4.5% | +0.9% |
| 30D | +28.8% | -13.5% | +42.3% | +29.6% |
| 3M | +21.1% | -40.5% | +61.5% | +24.5% |
| 6M | +52.5% | -56.7% | +109.2% | +59.4% |
| YTD | +8.9% | -43.0% | +51.8% | +10.1% |
| 1Y | +8.2% | -42.5% | +50.8% | +9.0% |
| 3Y | -5.2% | +11.6% | -16.7% | -13.2% |
| 5Y | +1.7% | +21.8% | -20.0% | -12.3% |
| All | +184.4% | +616.1% | -431.8% | +75.0% |
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