-72.0%
S vs UEC
+274.7%
-346.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -7.7% | -6.9% | -0.8% | -6.1% |
| 30D | -5.3% | +7.6% | -13.0% | -7.3% |
| 3M | +20.3% | -18.4% | +38.7% | +24.2% |
| 6M | +47.4% | -23.3% | +70.6% | +50.5% |
| YTD | +32.5% | -1.2% | +33.7% | +23.5% |
| 1Y | +9.5% | +2.3% | +7.2% | -2.7% |
| 3Y | +15.5% | +162.3% | -146.8% | -33.5% |
| All | -72.0% | +274.7% | -346.7% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling