+1,019.5%
STX vs UEC
+274.7%
+744.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.3% |
| 7D | +2.4% | -6.9% | +9.3% | +3.7% |
| 30D | +1.4% | +7.6% | -6.3% | -0.5% |
| 3M | -8.2% | -18.4% | +10.2% | -5.7% |
| 6M | +127.0% | -23.3% | +150.3% | +133.5% |
| YTD | +209.1% | -1.2% | +210.3% | +205.3% |
| 1Y | +365.4% | +2.3% | +363.1% | +351.5% |
| 3Y | +1,135.4% | +162.3% | +973.1% | +887.1% |
| All | +1,019.5% | +274.7% | +744.8% | +744.3% |
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