+152.9%
RRC vs UEC
+278.7%
-125.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.7% |
| 7D | -1.2% | +2.6% | -3.8% | -1.6% |
| 30D | +9.4% | +5.6% | +3.8% | +8.0% |
| 3M | +7.4% | -5.7% | +13.1% | +6.9% |
| 6M | +1.5% | -8.0% | +9.5% | -0.6% |
| YTD | +19.4% | +1.8% | +17.6% | +13.0% |
| 1Y | +24.2% | +0.6% | +23.6% | +14.7% |
| 3Y | +32.8% | +155.2% | -122.4% | -9.4% |
| 5Y | +152.9% | +305.8% | -152.9% | +37.4% |
| All | +152.9% | +278.7% | -125.8% | +37.4% |
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