+62.5%
SLB vs UEC
+47.5%
+15.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.2% | -0.5% |
| 7D | -7.1% | -10.2% | +3.1% | -5.6% |
| 30D | +4.1% | -26.9% | +31.0% | +8.9% |
| 3M | -2.6% | -35.7% | +33.0% | +3.3% |
| 6M | -8.6% | -56.1% | +47.6% | +1.7% |
| YTD | +32.2% | -40.8% | +73.0% | +37.8% |
| 1Y | +40.7% | -43.4% | +84.0% | +46.6% |
| 3Y | -4.5% | +25.4% | -29.9% | -21.8% |
| All | +62.5% | +47.5% | +15.0% | +22.5% |
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