+617.4%
RVMD vs UEC
+1,178.5%
-561.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.8% |
| 7D | -1.2% | +2.6% | -3.8% | -1.6% |
| 30D | +1.1% | +5.6% | -4.5% | -0.2% |
| 3M | +39.6% | -5.7% | +45.3% | +39.5% |
| 6M | +110.7% | -8.0% | +118.7% | +108.3% |
| YTD | +160.3% | +1.8% | +158.5% | +149.6% |
| 1Y | +404.9% | +0.6% | +404.3% | +375.7% |
| 3Y | +545.5% | +155.2% | +390.3% | +370.3% |
| 5Y | +584.7% | +305.8% | +278.9% | +321.7% |
| All | +617.4% | +1,178.5% | -561.1% | +197.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling