+728.7%
RY vs UEC
+7.8%
+720.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.3% |
| 7D | -0.6% | -5.2% | +4.6% | -0.2% |
| 30D | +6.1% | -22.0% | +28.1% | +8.3% |
| 3M | -3.4% | -37.0% | +33.6% | +0.2% |
| 6M | +12.8% | -52.7% | +65.5% | +19.0% |
| YTD | +21.0% | -38.6% | +59.6% | +23.6% |
| 1Y | +40.5% | -44.6% | +85.0% | +44.3% |
| 3Y | +159.9% | +27.1% | +132.8% | +138.1% |
| 5Y | +125.0% | +37.9% | +87.1% | +94.3% |
| 10Y | +350.6% | +631.6% | -281.1% | +195.3% |
| All | +728.7% | +7.8% | +720.9% | +351.9% |
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