-79.4%
SPXU vs UEC
+134.5%
-213.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +0.6% |
| 7D | +6.4% | -4.3% | +10.6% | +5.3% |
| 30D | +5.9% | -3.8% | +9.8% | +5.6% |
| 3M | -11.7% | +17.0% | -28.7% | -6.6% |
| 6M | -28.7% | -23.9% | -4.8% | -29.5% |
| YTD | -26.4% | -5.7% | -20.7% | -22.1% |
| 1Y | -35.2% | -12.5% | -22.7% | -30.9% |
| All | -79.4% | +134.5% | -213.9% | -67.5% |
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 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