+210.3%
RSP vs UEC
+631.2%
-420.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.1% | -0.3% |
| 7D | +1.8% | +4.9% | -3.2% | +1.2% |
| 30D | +3.5% | -17.5% | +21.0% | +5.2% |
| 3M | +0.2% | -40.1% | +40.4% | +4.9% |
| 6M | +9.1% | -56.1% | +65.3% | +16.9% |
| YTD | +16.6% | -41.8% | +58.4% | +19.9% |
| 1Y | +17.9% | -44.8% | +62.7% | +21.4% |
| 3Y | +64.6% | +20.6% | +44.0% | +48.1% |
| 5Y | +48.4% | +24.3% | +24.1% | +25.1% |
| All | +210.3% | +631.2% | -420.8% | +83.3% |
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