+4,314.7%
STX vs UEC
+7.8%
+4,306.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.1% |
| 7D | -17.3% | -5.2% | -12.1% | -16.5% |
| 30D | -35.9% | -22.0% | -14.0% | -33.6% |
| 3M | -37.3% | -37.0% | -0.3% | -33.4% |
| 6M | -35.8% | -52.7% | +16.9% | -29.5% |
| YTD | +82.7% | -38.6% | +121.4% | +93.1% |
| 1Y | +71.6% | -44.6% | +116.2% | +83.3% |
| 3Y | +635.3% | +27.1% | +608.1% | +576.3% |
| 5Y | +483.8% | +37.9% | +445.9% | +399.7% |
| 10Y | +1,967.8% | +631.6% | +1,336.1% | +1,146.4% |
| All | +4,314.7% | +7.8% | +4,306.9% | +2,038.2% |
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