+268.6%
RTX vs UEC
+696.7%
-428.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.9% | +7.9% | +2.6% |
| 7D | -1.7% | -5.2% | +3.4% | -1.3% |
| 30D | +7.7% | -22.0% | +29.7% | +10.1% |
| 3M | -10.3% | -37.0% | +26.6% | -6.6% |
| 6M | +14.6% | -52.7% | +67.3% | +21.8% |
| YTD | +10.4% | -38.6% | +49.0% | +13.0% |
| 1Y | +13.5% | -44.6% | +58.1% | +17.1% |
| 3Y | +158.6% | +27.1% | +131.5% | +130.8% |
| 5Y | +147.3% | +37.9% | +109.4% | +104.4% |
| 10Y | +268.6% | +631.6% | -363.0% | +110.7% |
| All | +268.6% | +696.7% | -428.0% | +110.7% |
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