+860.4%
ROP vs UEC
+14.6%
+845.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.1% | -11.2% | -1.9% |
| 7D | -1.6% | +1.5% | -3.1% | -1.9% |
| 30D | +29.5% | -17.1% | +46.6% | +31.1% |
| 3M | +17.5% | -32.3% | +49.9% | +20.7% |
| 6M | +38.1% | -49.7% | +87.8% | +43.9% |
| YTD | +7.0% | -34.8% | +41.7% | +7.6% |
| 1Y | +6.5% | -37.5% | +44.1% | +7.2% |
| 3Y | -5.5% | +37.1% | -42.5% | -15.2% |
| 5Y | -0.4% | +44.3% | -44.7% | -15.8% |
| 10Y | +183.6% | +737.4% | -553.8% | +74.7% |
| All | +860.4% | +14.6% | +845.8% | +388.3% |
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