+293.4%
STLD vs UEC
+278.7%
+14.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.8% | -1.2% |
| 7D | +2.7% | +2.6% | +0.1% | +2.3% |
| 30D | -8.4% | +5.6% | -14.0% | -9.4% |
| 3M | -9.9% | -5.7% | -4.1% | -10.2% |
| 6M | +33.0% | -8.0% | +41.1% | +31.8% |
| YTD | +42.6% | +1.8% | +40.8% | +37.8% |
| 1Y | +80.8% | +0.6% | +80.2% | +71.7% |
| 3Y | +143.4% | +155.2% | -11.7% | +83.5% |
| 5Y | +293.4% | +305.8% | -12.4% | +140.7% |
| All | +293.4% | +278.7% | +14.7% | +140.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling