-68.9%
S vs UEC
+47.5%
-116.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.8% | -5.2% | 0.0% |
| 7D | -13.4% | -10.2% | -3.2% | -11.2% |
| 30D | -14.0% | -26.9% | +12.9% | -7.5% |
| 3M | +4.9% | -35.7% | +40.6% | +15.4% |
| 6M | +42.0% | -56.1% | +98.1% | +67.5% |
| YTD | +45.1% | -40.8% | +85.9% | +51.8% |
| 1Y | +33.1% | -43.4% | +76.4% | +39.3% |
| 3Y | +40.6% | +25.4% | +15.3% | -0.8% |
| All | -68.9% | +47.5% | -116.4% | -81.4% |
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