+501.0%
RSP vs UEC
+4.1%
+497.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.0% |
| 7D | -1.0% | -10.2% | +9.2% | -0.2% |
| 30D | +2.6% | -26.9% | +29.5% | +5.3% |
| 3M | -0.8% | -35.7% | +34.9% | +2.7% |
| 6M | +6.3% | -56.1% | +62.4% | +12.9% |
| YTD | +14.1% | -40.8% | +54.9% | +16.9% |
| 1Y | +18.0% | -43.4% | +61.4% | +21.0% |
| 3Y | +61.0% | +25.4% | +35.7% | +47.6% |
| 5Y | +45.6% | +51.1% | -5.5% | +24.9% |
| 10Y | +220.2% | +695.4% | -475.2% | +111.8% |
| All | +501.0% | +4.1% | +497.0% | +243.8% |
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