+727.3%
ROP vs UEC
+73.5%
+653.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.8% | -3.6% |
| 7D | -4.4% | -6.9% | +2.5% | -3.9% |
| 30D | +3.2% | +7.6% | -4.4% | +2.4% |
| 3M | +23.1% | -18.4% | +41.4% | +24.2% |
| 6M | +13.3% | -23.3% | +36.6% | +14.0% |
| YTD | -7.9% | -1.2% | -6.7% | -10.0% |
| 1Y | -22.1% | +2.3% | -24.4% | -24.9% |
| 3Y | -16.8% | +162.3% | -179.1% | -29.4% |
| 5Y | -13.5% | +287.2% | -300.8% | -33.5% |
| 10Y | +137.7% | +1,009.6% | -871.9% | +43.8% |
| All | +727.3% | +73.5% | +653.7% | +308.2% |
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