+152.8%
RTX vs UEC
+37.5%
+115.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.1% | -6.5% | +3.1% |
| 7D | -3.2% | +1.5% | -4.7% | -3.3% |
| 30D | +5.6% | -17.1% | +22.6% | +6.3% |
| 3M | -11.7% | -32.3% | +20.6% | -10.3% |
| 6M | +12.3% | -49.7% | +62.1% | +15.2% |
| YTD | +8.2% | -34.8% | +43.0% | +9.6% |
| 1Y | +12.6% | -37.5% | +50.1% | +14.1% |
| 3Y | +152.8% | +37.1% | +115.8% | +147.9% |
| All | +152.8% | +37.5% | +115.3% | +147.9% |
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