+217.3%
RRX vs UEC
+885.8%
-668.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.2% | +8.9% | +4.5% |
| 7D | -0.3% | -9.4% | +9.1% | +1.2% |
| 30D | -6.1% | -8.0% | +1.9% | -5.2% |
| 3M | -23.1% | -1.7% | -21.4% | -23.4% |
| 6M | -19.5% | -26.1% | +6.6% | -16.9% |
| YTD | +16.1% | -10.5% | +26.6% | +15.1% |
| 1Y | +12.9% | -13.3% | +26.2% | +10.7% |
| 3Y | +7.9% | +116.4% | -108.4% | -13.7% |
| 5Y | +19.1% | +225.5% | -206.4% | -18.3% |
| All | +217.3% | +885.8% | -668.5% | +48.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling