+2,957.5%
SOXX vs UEC
+65.7%
+2,891.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | -2.1% |
| 7D | +3.0% | -4.3% | +7.3% | +3.6% |
| 30D | -3.1% | -3.8% | +0.7% | -2.9% |
| 3M | -4.4% | +17.0% | -21.4% | -6.6% |
| 6M | +52.9% | -23.9% | +76.8% | +56.9% |
| YTD | +72.0% | -5.7% | +77.7% | +70.8% |
| 1Y | +105.1% | -12.5% | +117.6% | +103.5% |
| 3Y | +220.6% | +136.5% | +84.1% | +170.5% |
| 5Y | +244.8% | +243.3% | +1.5% | +163.4% |
| 10Y | +1,537.1% | +939.6% | +597.5% | +880.1% |
| All | +2,957.5% | +65.7% | +2,891.7% | +1,438.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling