+653.4%
RTX vs UEC
+14.6%
+638.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.1% | -6.5% | +2.8% |
| 7D | -3.2% | +1.5% | -4.7% | -3.4% |
| 30D | +5.6% | -17.1% | +22.6% | +6.9% |
| 3M | -11.7% | -32.3% | +20.6% | -9.3% |
| 6M | +12.3% | -49.7% | +62.1% | +17.3% |
| YTD | +8.2% | -34.8% | +43.0% | +9.8% |
| 1Y | +12.6% | -37.5% | +50.1% | +14.3% |
| 3Y | +152.8% | +37.1% | +115.8% | +132.0% |
| 5Y | +140.2% | +44.3% | +95.9% | +109.9% |
| 10Y | +273.8% | +737.4% | -463.6% | +159.0% |
| All | +653.4% | +14.6% | +638.8% | +377.5% |
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