+17.9%
RRX vs UEC
+289.3%
-271.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -8.0% | +1.9% | -9.9% | -8.6% |
| 3M | -25.1% | +8.9% | -34.0% | -26.7% |
| 6M | -18.3% | -14.5% | -3.8% | -17.6% |
| YTD | +14.2% | -0.7% | +14.8% | +11.3% |
| 1Y | +13.0% | -4.1% | +17.1% | +8.9% |
| 3Y | +4.2% | +148.9% | -144.7% | -19.2% |
| 5Y | +17.9% | +300.0% | -282.1% | -22.6% |
| All | +17.9% | +289.3% | -271.4% | -22.6% |
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 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