+113.9%
SOXX vs UEC
-1.0%
+114.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.5% |
| 7D | +2.2% | -6.9% | +9.1% | +4.0% |
| 30D | -2.0% | +7.6% | -9.7% | -4.4% |
| 3M | -13.7% | -18.4% | +4.7% | -11.2% |
| 6M | +52.4% | -23.3% | +75.6% | +56.1% |
| YTD | +72.8% | -1.2% | +74.0% | +70.1% |
| 1Y | +113.9% | +2.3% | +111.6% | +112.8% |
| All | +113.9% | -1.0% | +114.9% | +112.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling