+866.2%
ROP vs UEC
+7.8%
+858.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.9% | +6.5% | +1.1% |
| 7D | +0.2% | -5.2% | +5.3% | +0.5% |
| 30D | +30.3% | -22.0% | +52.3% | +32.5% |
| 3M | +17.8% | -37.0% | +54.8% | +21.6% |
| 6M | +38.9% | -52.7% | +91.6% | +45.5% |
| YTD | +7.6% | -38.6% | +46.2% | +8.8% |
| 1Y | +6.5% | -44.6% | +51.1% | +8.3% |
| 3Y | -6.3% | +27.1% | -33.4% | -15.4% |
| 5Y | +0.9% | +37.9% | -37.0% | -14.4% |
| 10Y | +180.7% | +631.6% | -450.9% | +75.1% |
| All | +866.2% | +7.8% | +858.3% | +393.6% |
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