-0.4%
ROP vs UEC
+41.6%
-42.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.1% | -11.2% | -1.3% |
| 7D | -1.6% | +1.5% | -3.1% | -1.7% |
| 30D | +29.5% | -17.1% | +46.6% | +30.2% |
| 3M | +17.5% | -32.3% | +49.9% | +18.8% |
| 6M | +38.1% | -49.7% | +87.8% | +40.8% |
| YTD | +7.0% | -34.8% | +41.7% | +6.7% |
| 1Y | +6.5% | -37.5% | +44.1% | +6.3% |
| 3Y | -5.5% | +37.1% | -42.5% | -13.7% |
| 5Y | -0.4% | +44.3% | -44.7% | -15.0% |
| All | -0.4% | +41.6% | -42.0% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling