-86.1%
SPXU vs UEC
+273.6%
-359.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +0.3% |
| 7D | +6.4% | -4.3% | +10.6% | +5.0% |
| 30D | +5.9% | -3.8% | +9.8% | +5.4% |
| 3M | -11.7% | +17.0% | -28.7% | -5.3% |
| 6M | -28.7% | -23.9% | -4.8% | -30.1% |
| YTD | -26.4% | -5.7% | -20.7% | -21.2% |
| 1Y | -35.2% | -12.5% | -22.7% | -30.3% |
| 3Y | -79.8% | +136.5% | -216.3% | -64.0% |
| 5Y | -86.1% | +243.3% | -329.4% | -64.2% |
| All | -86.1% | +273.6% | -359.6% | -64.2% |
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 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