+72.2%
SPY vs UEC
+41.6%
+30.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.1% | -7.7% | +1.3% |
| 7D | +0.1% | +1.5% | -1.4% | -0.2% |
| 30D | -3.3% | -17.1% | +13.8% | -1.7% |
| 3M | -2.4% | -32.3% | +29.9% | +1.0% |
| 6M | +2.6% | -49.7% | +52.3% | +8.6% |
| YTD | +11.2% | -34.8% | +46.0% | +13.2% |
| 1Y | +13.4% | -37.5% | +50.9% | +15.5% |
| 3Y | +79.9% | +37.1% | +42.8% | +58.6% |
| 5Y | +72.2% | +44.3% | +27.9% | +41.0% |
| All | +72.2% | +41.6% | +30.5% | +41.0% |
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