+3,957.2%
STX vs UEC
+4.1%
+3,953.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -2.1% |
| 7D | -28.5% | -10.2% | -18.2% | -27.3% |
| 30D | -42.9% | -26.9% | -16.0% | -40.3% |
| 3M | -45.9% | -35.7% | -10.2% | -42.7% |
| 6M | -41.3% | -56.1% | +14.8% | -34.9% |
| YTD | +67.9% | -40.8% | +108.7% | +78.3% |
| 1Y | +66.5% | -43.4% | +109.9% | +77.4% |
| 3Y | +588.0% | +25.4% | +562.6% | +534.0% |
| 5Y | +449.1% | +51.1% | +398.0% | +364.7% |
| 10Y | +1,982.8% | +695.4% | +1,287.4% | +1,143.9% |
| All | +3,957.2% | +4.1% | +3,953.1% | +1,874.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling