+54.2%
RSP vs UEC
+156.3%
-102.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -4.1% | -1.2% |
| 7D | -0.4% | +2.6% | -3.0% | -0.5% |
| 30D | -1.5% | +5.6% | -7.1% | -2.0% |
| 3M | +4.8% | -5.7% | +10.5% | +4.7% |
| 6M | +10.3% | -8.0% | +18.3% | +9.8% |
| YTD | +14.1% | +1.8% | +12.3% | +12.6% |
| 1Y | +17.0% | +0.6% | +16.4% | +14.7% |
| 3Y | +54.2% | +155.2% | -101.0% | +36.4% |
| All | +54.2% | +156.3% | -102.1% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling