+3,621.5%
STX vs UEC
+908.7%
+2,712.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.7% |
| 7D | +9.6% | -0.2% | +9.7% | +9.6% |
| 30D | +10.6% | +1.9% | +8.7% | +9.9% |
| 3M | +4.8% | +8.9% | -4.1% | +2.9% |
| 6M | +137.3% | -14.5% | +151.7% | +139.8% |
| YTD | +222.5% | -0.7% | +223.2% | +218.5% |
| 1Y | +366.2% | -4.1% | +370.3% | +357.7% |
| 3Y | +1,352.9% | +148.9% | +1,204.0% | +1,091.1% |
| 5Y | +1,077.4% | +300.0% | +777.4% | +744.2% |
| 10Y | +3,621.5% | +994.3% | +2,627.2% | +1,841.1% |
| All | +3,621.5% | +908.7% | +2,712.8% | +1,841.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling