+626.7%
RVMD vs UEC
+1,140.9%
-514.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | +1.0% | -6.9% | +8.0% | +2.2% |
| 30D | +6.4% | +7.6% | -1.2% | +4.8% |
| 3M | +34.9% | -18.4% | +53.3% | +38.0% |
| 6M | +107.6% | -23.3% | +130.8% | +111.4% |
| YTD | +163.7% | -1.2% | +164.9% | +154.2% |
| 1Y | +439.2% | +2.3% | +436.9% | +406.1% |
| 3Y | +499.2% | +162.3% | +336.9% | +333.0% |
| 5Y | +621.7% | +287.2% | +334.5% | +348.1% |
| All | +626.7% | +1,140.9% | -514.1% | +202.7% |
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