+226.8%
SOXX vs UEC
+122.3%
+104.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.2% | +7.0% | +3.0% |
| 7D | +1.4% | -9.4% | +10.8% | +3.6% |
| 30D | -3.6% | -8.0% | +4.4% | -2.2% |
| 3M | -10.2% | -1.7% | -8.5% | -10.4% |
| 6M | +54.2% | -26.1% | +80.4% | +60.9% |
| YTD | +75.2% | -10.5% | +85.7% | +74.6% |
| 1Y | +107.5% | -13.3% | +120.8% | +104.0% |
| 3Y | +226.8% | +116.4% | +110.4% | +153.2% |
| All | +226.8% | +122.3% | +104.4% | +153.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling