+496.2%
RVMD vs UEC
+616.1%
-120.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.0% |
| 7D | -10.4% | -3.8% | -6.6% | -9.9% |
| 30D | -11.0% | -13.5% | +2.5% | -8.9% |
| 3M | -14.7% | -40.5% | +25.8% | -7.8% |
| 6M | +14.9% | -56.7% | +71.6% | +29.1% |
| YTD | +116.3% | -43.0% | +159.3% | +127.3% |
| 1Y | +167.6% | -42.5% | +210.2% | +179.2% |
| 3Y | +776.8% | +11.6% | +765.2% | +644.1% |
| 5Y | +424.8% | +21.8% | +403.0% | +296.7% |
| All | +496.2% | +616.1% | -120.0% | +170.7% |
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