-37.8%
U vs UEC
+828.0%
-865.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.2% |
| 7D | +4.4% | -0.2% | +4.5% | +4.4% |
| 30D | -1.3% | +1.9% | -3.2% | -2.5% |
| 3M | +49.6% | +8.9% | +40.7% | +44.5% |
| 6M | +100.2% | -14.5% | +114.6% | +100.7% |
| YTD | -3.7% | -0.7% | -3.0% | -8.1% |
| 1Y | -6.5% | -4.1% | -2.5% | -12.2% |
| 3Y | +12.9% | +148.9% | -136.0% | -26.6% |
| 5Y | -68.3% | +300.0% | -368.3% | -81.9% |
| All | -37.8% | +828.0% | -865.8% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling