+1,116.9%
RSG vs UEC
+57.1%
+1,059.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.2% | +5.9% | +1.0% |
| 7D | 0.0% | -9.4% | +9.5% | +0.5% |
| 30D | +4.0% | -8.0% | +12.0% | +4.2% |
| 3M | +7.4% | -1.7% | +9.1% | +7.1% |
| 6M | +0.1% | -26.1% | +26.3% | +0.7% |
| YTD | +6.0% | -10.5% | +16.6% | +5.1% |
| 1Y | -3.0% | -13.3% | +10.3% | -4.2% |
| 3Y | +56.5% | +116.4% | -59.9% | +43.1% |
| 5Y | +90.9% | +225.5% | -134.6% | +64.3% |
| 10Y | +428.7% | +885.8% | -457.1% | +292.9% |
| All | +1,116.9% | +57.1% | +1,059.7% | +708.0% |
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