+89.5%
RSG vs UEC
+273.6%
-184.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.5% |
| 7D | -1.8% | -4.3% | +2.5% | -1.7% |
| 30D | +2.8% | -3.8% | +6.6% | +2.8% |
| 3M | +4.3% | +17.0% | -12.7% | +3.8% |
| 6M | -0.5% | -23.9% | +23.4% | -0.3% |
| YTD | +5.2% | -5.7% | +10.9% | +4.4% |
| 1Y | -2.1% | -12.5% | +10.4% | -3.0% |
| 3Y | +56.5% | +136.5% | -80.0% | +45.1% |
| 5Y | +89.5% | +243.3% | -153.8% | +71.6% |
| All | +89.5% | +273.6% | -184.1% | +71.6% |
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