-0.6%
TECH vs UEC
+151.4%
-152.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +0.1% | -6.9% | +7.0% | +0.4% |
| 30D | +0.7% | +7.6% | -6.9% | +0.3% |
| 3M | +36.3% | -18.4% | +54.7% | +37.0% |
| 6M | +25.6% | -23.3% | +48.8% | +25.9% |
| YTD | +23.7% | -1.2% | +24.9% | +22.6% |
| 1Y | +37.6% | +2.3% | +35.3% | +35.2% |
| All | -0.6% | +151.4% | -152.0% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling