+670.6%
RTX vs UEC
+73.5%
+597.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | -5.2% | -6.9% | +1.8% | -4.6% |
| 30D | -9.4% | +7.6% | -17.0% | -10.1% |
| 3M | +12.3% | -18.4% | +30.7% | +13.4% |
| 6M | -3.1% | -23.3% | +20.1% | -2.3% |
| YTD | +10.7% | -1.2% | +11.9% | +9.0% |
| 1Y | +28.4% | +2.3% | +26.1% | +25.0% |
| 3Y | +147.1% | +162.3% | -15.2% | +115.1% |
| 5Y | +167.2% | +287.2% | -120.0% | +115.1% |
| 10Y | +274.7% | +1,009.6% | -734.9% | +153.8% |
| All | +670.6% | +73.5% | +597.0% | +373.9% |
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 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