+507.0%
RSP vs UEC
+73.5%
+433.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -0.8% | -6.9% | +6.2% | -0.1% |
| 30D | -0.3% | +7.6% | -8.0% | -1.2% |
| 3M | +4.3% | -18.4% | +22.7% | +5.4% |
| 6M | +8.8% | -23.3% | +32.1% | +9.9% |
| YTD | +15.3% | -1.2% | +16.5% | +13.2% |
| 1Y | +18.3% | +2.3% | +16.0% | +14.7% |
| 3Y | +52.8% | +162.3% | -109.5% | +31.1% |
| 5Y | +51.7% | +287.2% | -235.5% | +19.3% |
| 10Y | +208.5% | +1,009.6% | -801.1% | +98.1% |
| All | +507.0% | +73.5% | +433.4% | +232.8% |
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