-54.3%
S vs UEC
+364.0%
-418.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.6% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -12.6% | +1.9% | -14.5% | -13.3% |
| 3M | +27.6% | +8.9% | +18.6% | +23.4% |
| 6M | +35.5% | -14.5% | +49.9% | +34.9% |
| YTD | +29.6% | -0.7% | +30.3% | +20.8% |
| 1Y | +8.1% | -4.1% | +12.2% | -1.7% |
| 3Y | +14.8% | +148.9% | -134.2% | -31.2% |
| 5Y | -70.6% | +300.0% | -370.6% | -86.0% |
| All | -54.3% | +364.0% | -418.3% | -78.9% |
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 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