+66.1%
T vs UEC
+278.7%
-212.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.4% |
| 7D | -1.5% | +2.6% | -4.1% | -1.6% |
| 30D | +7.6% | +5.6% | +2.0% | +7.4% |
| 3M | +15.3% | -5.7% | +21.0% | +15.3% |
| 6M | -8.5% | -8.0% | -0.4% | -8.6% |
| YTD | +6.8% | +1.8% | +5.0% | +5.8% |
| 1Y | -7.2% | +0.6% | -7.8% | -8.4% |
| 3Y | +108.2% | +155.2% | -46.9% | +92.6% |
| 5Y | +66.1% | +305.8% | -239.8% | +47.8% |
| All | +66.1% | +278.7% | -212.6% | +47.8% |
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