+605.1%
RVMD vs UEC
+1,023.7%
-418.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +1.1% |
| 7D | -3.0% | -9.4% | +6.5% | -1.4% |
| 30D | -0.7% | -8.0% | +7.3% | +0.3% |
| 3M | +36.5% | -1.7% | +38.2% | +36.1% |
| 6M | +104.6% | -26.1% | +130.8% | +109.9% |
| YTD | +155.8% | -10.5% | +166.4% | +150.6% |
| 1Y | +340.7% | -13.3% | +354.0% | +326.1% |
| 3Y | +519.9% | +116.4% | +403.6% | +364.7% |
| 5Y | +584.9% | +225.5% | +359.4% | +338.1% |
| All | +605.1% | +1,023.7% | -418.6% | +198.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling