+672.5%
RTX vs UEC
+8.7%
+663.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +1.4% | +0.6% | +0.9% | +1.3% |
| 30D | +7.8% | -18.1% | +26.0% | +9.3% |
| 3M | -9.8% | -36.9% | +27.1% | -6.9% |
| 6M | +13.5% | -56.1% | +69.6% | +19.9% |
| YTD | +10.9% | -38.1% | +49.0% | +13.1% |
| 1Y | +14.0% | -41.7% | +55.7% | +16.4% |
| 3Y | +159.9% | +28.2% | +131.7% | +139.8% |
| 5Y | +151.7% | +31.7% | +120.0% | +121.6% |
| 10Y | +269.0% | +685.9% | -416.9% | +156.9% |
| All | +672.5% | +8.7% | +663.7% | +391.6% |
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