+514.7%
RSP vs UEC
+14.6%
+500.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.1% | -7.8% | +1.4% |
| 7D | +0.4% | +1.5% | -1.0% | +0.2% |
| 30D | +3.7% | -17.1% | +20.8% | +5.2% |
| 3M | +0.8% | -32.3% | +33.1% | +3.8% |
| 6M | +9.1% | -49.7% | +58.8% | +14.5% |
| YTD | +16.7% | -34.8% | +51.5% | +18.5% |
| 1Y | +19.7% | -37.5% | +57.2% | +21.6% |
| 3Y | +66.7% | +37.1% | +29.7% | +51.6% |
| 5Y | +48.7% | +44.3% | +4.4% | +28.1% |
| 10Y | +215.6% | +737.4% | -521.8% | +107.6% |
| All | +514.7% | +14.6% | +500.1% | +248.5% |
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